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Robert John Connelly

Charles Schwab & Co., Inc.

Long Valley, NJ

Westlake, TX

CRD 5409262

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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
NJ RA APPROVED 2026-04-29
  • NJ RA
    APPROVED
    Since 2026-04-29

Branch Locations

Long Valley, NJ • United States

3000 Schwab Way, Westlake, TX 76262 • 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
Wells Fargo Clearing Services Llc Red Bank NJ 04/2017 12/2025
Unemployed Long Valley NJ 07/2016 04/2017
Charles Schwab & Co., Inc. Westlake TX 04/2026 Present
Unemployed Long Valley NJ 01/2026 04/2026
Charles Schwab Bank, Ssb Westlake TX 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-10-04
  • S66 Uniform Combined State Law Examination
    2010-10-04
Other Names
  • Robert John Connelly Jr
  • Robert Connelly
  • Robert John Connelly

View on SEC IAPD

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