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Robert Brooks Bowen

Schwab Wealth Advisory, Inc.

Phoenix, AZ

CRD 4585002

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Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-01-31
  • AZ RA
    APPROVED
    Since 2025-01-31

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016 • 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
Usaa Financial Advisors Inc Phoenix AZ 11/2005 05/2020
Usaa Financial Planning Services Phoenix AZ 11/2005 05/2020
Usaa Investment Management Company San Antonio TX 01/2018 05/2020
Charles Schwab Bank, Ssb Phoenix AZ 05/2020 Present
Charles Schwab & Co., Inc. Phoenix AZ 05/2020 Present
Schwab Wealth Advisory Inc Phoenix AZ 01/2025 Present
  • 11/2005 → 05/2020
    Usaa Financial Advisors Inc
    Phoenix, AZ
  • 11/2005 → 05/2020
    Usaa Financial Planning Services
    Phoenix, AZ
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → Present
    Charles Schwab Bank, Ssb
    Phoenix, AZ
  • 05/2020 → Present
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 01/2025 → Present
    Schwab Wealth Advisory Inc
    Phoenix, AZ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-17
  • S66 Uniform Combined State Law Examination
    2003-01-17
Other Names
  • Robbie Brooks

View on SEC IAPD

Nearby Firms

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Nearby Investors

DAREN MICHAEL FRANKEBERGER
Kenneth ALEXANDER Riley
Jamie L Morton

Nearby Offices

EW ADVISER, LLC · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PHOENIX, AZ

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