Advisor at Schwab Wealth Advisory
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Schwab Wealth Advisory
Location
Phoenix, AZ 85016
Credentials
Series 66
Industry experience
< 1 year
Yikedes Zerihun is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. Prior to joining Schwab Wealth Advisory, Zerihun worked at Charles Schwab & Co., Inc. and held roles at Upgrade, Inc. and eMerchantClub. Outside of finance, Zerihun serves as a judge and organizer for Muay Thai competitions in Arizona through the USMTA. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to clients enrolled in its programs, relying on Schwab’s asset-allocation models and proprietary research tools. The firm serves Schwab brokerage clients who meet eligibility requirements and offers integrated access to financial planning, trade execution, and custody services.
Based on Schwab Wealth Advisory
Account minimum: $500,000
2423 E Lincoln Dr
Phoenix, AZ 85016
Arizona
Schwab Wealth Advisory, Inc
2026 - Present (1 year)
Charles Schwab & Co, Inc
2023 - Present (3 years)
Unemployed
2022 - 2023 (1 year)
Upgrade, Inc
2019 - 2022 (3 years)
eMerchantClub,
2017 - 2019 (2 years)
Extended Travel
2017 - 2017 (1 year)
Centurylink
2016 - 2017 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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