Kamil Rehman

SCHWAB WEALTH ADVISORY

Los Angeles, CA 90067

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CRD#: 2124815

Professional summary

Kamil Rehman is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Los Angeles, California and CHARLES SCHWAB & CO., INC. located in Los Angeles, California.

Kamil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Kamil has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 3 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) CurrentBuild Computer | Investment Related:No||Computer Hardware|Owner|2007-07-01|Less than 20|1|Duties related to the business including website design, content creation, computer design, assembly, marketing, sales, distribution and advertising hosting., 2) Kamil Rehman Rental Property | Investment Related:No||Real Estate (Non-Agent/Broker)|Owner|2012-10-01|Less than 20|0|Ownership duties of one residential income property, one apartment unit, in India, including acquiring renters and having the property maintained.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamil Rehman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 5, 2025 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 2029 Century Park East Floor 37 & 38, Los Angeles, CA 90067

RIA

CRD#: 159035

Los Angeles, CA

Current

September 5, 2025 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 2029 Century Park East Suite 940, Los Angeles, CA 90067

RIA

CRD#: 5393

Los Angeles, CA

Past

August 28, 2023 - August 19, 2025

EDWARD JONES

RIA

CRD#: 250

EL SEGUNDO, CA

Past

August 28, 2023 - August 19, 2025

EDWARD JONES

CRD#: 250

EL SEGUNDO, CA

Past

December 12, 2014 - September 26, 2023

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

SANTA MONICA, CA

Past

December 12, 2014 - September 26, 2023

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

SANTA MONICA, CA

Past

December 9, 2010 - January 28, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

BEVERLY HILLS, CA

Past

November 16, 2010 - January 28, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

BEVERLY HILLS, CA

Past

August 16, 2005 - November 7, 2005

REFCO SECURITIES, LLC

CRD#: 14094

NEW YORK, NY

Past

February 7, 2002 - August 3, 2005

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

SANTA MONICA, CA

Past

May 21, 1999 - August 3, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

May 29, 1997 - April 2, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(9/5/2025)

IAR

California
(9/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/8/2010

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/13/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/3/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/2010

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 1/24/1991

National Commodity Futures Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

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Contact information

Main Address

211 Main Street, San Francisco, CA 94105-1901

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (9/23/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Kamil Rehman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kamil Rehman's CRS (Customer Relationship Summary).

Certified licenses

Experience

CHARLES SCHWAB & CO., INC.

EDWARD JONES

EDWARD JONES

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

REFCO SECURITIES, LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/8/2010

Series 65

Date: 12/13/2001

Series 63

Date: 6/3/1997

SIE

Date: 10/1/2018

Series 7

Date: 11/15/2010

Series 3

Date: 1/24/1991

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

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