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Robert Joseph Schmidt

Charles Schwab & Co., Inc.

Boca Raton, FL

CRD 3080979

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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:

Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2010-12-22
  • FL RA
    APPROVED
    Since 2010-12-22

Branch Locations

Boca Raton, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Boca Raton FL 11/2010 Present
Charles Schwab Bank, Ssb Boca Raton FL 11/2010 06/2024
Snap Fitness Watchung NJ 09/2010 Present
  • 11/2010 → Present
    Charles Schwab & Co., Inc.
    Boca Raton, FL
  • 11/2010 → 06/2024
    Charles Schwab Bank, Ssb
    Boca Raton, FL
  • 09/2010 → Present
    Snap Fitness
    Watchung, NJ
Previous Registrations
  • 2022-04-06 → 2022-10-14
    Td Ameritrade, Inc.
    Fort Lauderdale, FL
    Omaha, NE
    Boca Raton, FL
    Boca Raton, FL
  • 2002-07-30 → 2010-11-24
    Ameriprise Financial Services, Llc
    Boca Raton, FL
    Minneapolis, MN
    Ft Lauderdale, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-29
  • S63 Uniform Securities Agent State Law Examination
    1998-08-29
Other Names
  • Rob Schmidt

View on SEC IAPD

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