Robert Rice Russell

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1997 → 09/2021
  Fidelity Brokerage Services, Inc.
  Dallas, TX
• 07/2018 → 09/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 10/2021 → 04/2023
  N/A
  Dallas, TX
• 05/2023 → Present
  Charles Schwab & Co., Inc.
  Dallas, TX
• 05/2023 → Present
  Charles Schwab Bank, Ssb
  Dallas, TX

Previous Registrations

• 2018-07-13 → 2019-08-08
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2004-02-06 → 2018-07-13
  Strategic Advisers Llc
  Westlake, TX

Other Businesses

1) Dallas Theater Center | Investment Related:No|2400 Flora St|Dallas|Tx|75201|USA|Entertainment Venues/Theaters|Board trustee|9/9/2024|Less than 20|0|No financial services or investment services. Local community engagement and promotion of local productions.

Exams

• S66 Uniform Combined State Law Examination
  2004-01-22
• S63 Uniform Securities Agent State Law Examination
  1998-02-23

Designations

• Certified Financial Planner

Other Names

• Robert Rice Russell
• Rob Russell
• Robert Russell