Haziq Basharat
Professional summary
Haziq Basharat is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Phoenix, Arizona and CHARLES SCHWAB & CO., INC. located in Phoenix, Arizona.
Haziq is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Haziq has worked at 3 firms and has passed the Series 66, SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Haziq Basharat's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 10, 2025 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 8040 South 48th Street, Phoenix, AZ 85044October 21, 2025 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 8040 South 48th Street, Phoenix, AZ 85044October 17, 2011 - August 21, 2017
EDWARD JONES
August 25, 2011 - August 21, 2017
EDWARD JONES
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/10/2025)
(10/28/2025)
(10/21/2025)
(10/28/2025)
(10/21/2025)
(10/23/2025)
Exams
Series 55
Date: 8/17/2012
Limited Representative-Equity Trader ExamFINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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