Robert Patrick Dilaura

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

• 08/2014 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 12/2012 → 10/2017
  First Step Firearms, Llc
  Castle Rock, CO
• 09/2007 → 12/2016
  Case Western Reserve University
  Cleveland, OH
• 03/2012 → 04/2017
  Real Estate/Property Management
  Castle Rock, CO

Previous Registrations

• 2017-01-09 → 2017-02-28
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO
• 2013-11-04 → 2014-02-26
  Equitable Advisors, Llc
  Lakewood, CO
• 2012-07-10 → 2013-08-09
  Securian Financial Services, Inc.
  Colorado Springs, CO

Other Businesses

1) Case Western Reserve University | Investment Related:No|10900 Euclid Avenue|Cleveland|OH|44106|USA|Education|Adjunct Faculty|9/15/2007|Less than 20|0|Affiliate of the CWRU medical school, Center for Clinical Investigation, based on prior involvement with Case and Cleveland Clinic grants from the NIH., 2) First Step Firearms, LLC | Investment Related:No|Sports/Physical Recreation|Owner, instructor|9/15/2025|Less than 20|0|No financial or investment responsibility. Firearm safety instruction.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-02
• S63 Uniform Securities Agent State Law Examination
  2011-09-29