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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)20 years in industry

Adam Fouad Zedan

Advisor at CHARLES SCHWAB & CO., INC.

Newport Beach, CA

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Search this name across graphsid dfx:ria:d6c6f494-6d0f-3fe9-7dfd-00795998c626

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 8, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 10, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 10, 2005
First registration: May 8, 2007
Dual registered: yes, broker-dealer
Other names: OSAMA FOUAD ZEDAN|ADAM F ZEDAN
IAPD individual key: 4997381

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 14, 2018	n/a	yes	Newport Beach, CA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Aug 21, 2018	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jan 14, 2011	Jul 13, 2018	no	SCOTTSDALE, AZ\|ALBUQUERQUE, NM\|HENDERSON, NV\|SCOTTSDALE, AZ\|IRVINE, CA	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Mar 12, 2009	Dec 16, 2010	no	PHOENIX, AZ	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 8, 2007	Dec 22, 2008	no	SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	CHARLES SCHWAB & CO., INC.	Aug 21, 2018	Aug 14, 2018	-7	Firm change	Ibd to ibd
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
USAA FINANCIAL PLANNING SERVICES	STRATEGIC ADVISERS LLC	Dec 16, 2010	Jan 14, 2011	29	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	USAA FINANCIAL PLANNING SERVICES	Dec 22, 2008	Mar 12, 2009	80	Firm change	Wirehouse to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
288590:5393:MA:2018-08-07	Aug 21, 2018	Aug 14, 2018	BOSTON, MA	Firm change

Relationships

Registered with (5)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: current employment
Aug 14, 2018 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Aug 21, 2018factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jan 14, 2011 to Jul 13, 2018factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 12, 2009 to Dec 16, 2010factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 8, 2007 to Dec 22, 2008factForm ADV

Dated events

No dated event names this entity yet.