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Robert Clifton Hammack

Summitry, LLC

Foster City, CA

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Current Employers
Summitry, Llc

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-15
  • CA RA
    APPROVED
    Since 2026-01-15

Branch Locations

919 Hillsdale Blvd. Suite 150, Foster City, CA 94404 • 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. San Mateo CA 01/2008 04/2021
Charles Schwab Bank San Mateo CA 04/2010 04/2021
Equitybee Inc. Palo Alto CA 04/2021 02/2023
North Capital Private Securities Salt Lake City UT 04/2021 03/2022
Equitybee Securities, Llc Palo Alto CA 03/2022 02/2023
Salesforce San Francisco CA 06/2023 08/2024
Fidelity Investmets San Francisco CA 10/2024 12/2025
Unemployed San Francisco CA 02/2023 06/2023
Fidelity Investments Boston MA 03/2025 12/2025
Summitry Wealth Management Foster City CA 12/2025 Present
  • 01/2008 → 04/2021
    Charles Schwab & Co., Inc.
    San Mateo, CA
  • 04/2010 → 04/2021
    Charles Schwab Bank
    San Mateo, CA
  • 04/2021 → 02/2023
    Equitybee Inc.
    Palo Alto, CA
  • 04/2021 → 03/2022
    North Capital Private Securities
    Salt Lake City, UT
  • 03/2022 → 02/2023
    Equitybee Securities, Llc
    Palo Alto, CA
  • 06/2023 → 08/2024
    Salesforce
    San Francisco, CA
  • 10/2024 → 12/2025
    Fidelity Investmets
    San Francisco, CA
  • 02/2023 → 06/2023
    Unemployed
    San Francisco, CA
  • 03/2025 → 12/2025
    Fidelity Investments
    Boston, MA
  • 12/2025 → Present
    Summitry Wealth Management
    Foster City, CA
Previous Registrations
  • 2025-03-31 → 2026-01-14
    Strategic Advisers Llc
    San Francisco, CA
    San Francisco, CA
    Boston, MA
  • 2025-02-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
    San Francisco, CA
  • 2013-07-13 → 2021-05-13
    Charles Schwab & Co., Inc.
    San Mateo, CA
    Torrance, CA
    Phoenix, AZ
    Phoenix, AZ
    Los Altos, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-08
S63 Uniform Securities Agent State Law Examination 2008-07-15
  • S66 Uniform Combined State Law Examination
    2025-01-08
  • S63 Uniform Securities Agent State Law Examination
    2008-07-15
Other Names
  • Robert Hammack
  • Robert Clifton Hammack

View on SEC IAPD

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Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA
U.S. BANCORP ADVISORS, LLC · Foster City, CA
J.P. MORGAN SECURITIES LLC · SAN MATEO, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA
J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA
WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA
CELESTA · SAN MATEO, CA
SEMPERVIRENS VENTURES LLC · SAN MATEO, CA

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