Robert Nathan Willison

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:

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

Current Employers

Employment History

• 12/2013 → 12/2018
  Lpl Financial
  Granville, OH
• 12/2018 → 08/2022
  Edward Jones
  Columbus, OH
• 08/2022 → 10/2025
  Parkland Securities, Llc.
  New Albany, OH
• 08/2022 → 10/2025
  Spc
  New Albany, MI
• 10/2025 → Present
  Charles Schwab & Co., Inc.
  Westerville, OH
• 12/2025 → Present
  Schwab Wealth Advisory, Inc
  Westerville, OH

Previous Registrations

• 2022-08-15 → 2025-10-06
  Spc
  Ann Arbor, MI
  New Albany, OH
• 2018-12-14 → 2022-08-15
  Edward Jones
  Bexley, OH
  Columbus, OH
• 2013-12-09 → 2018-12-26
  Lpl Financial Llc
  Granville, OH
  Fort Mill, SC
  Granville, OH
• 2007-04-05 → 2013-12-10
  Edward Jones
  St Louis, MO
  Pataskala, OH

Exams

• S66 Uniform Combined State Law Examination
  2007-03-22

Other Names

• Nate Willison