Robert Williams

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

• 08/2016 → 10/2016
  Unemployed
  Dallas, TX
• 10/2018 → 02/2020
  Bbva Securities Inc
  Dallas, TX
• 09/2018 → 02/2020
  Compass Bank
  Dallas, TX
• 09/2018 → 02/2020
  Bbva Compass Insurance Agency, Inc
  Austin, TX
• 06/2017 → 09/2018
  The Prudential Insurance Company Of America
  Irving, TX
• 05/2017 → 09/2018
  Pruco Securities, Llc
  Irving, TX
• 02/2017 → 04/2017
  Sci
  Dallas, TX
• 10/2016 → 02/2017
  Axa Advisors, Llc
  Dallas, TX
• 02/2020 → 08/2021
  Valic Financial Advisors, Inc.
  Plano, TX
• 08/2021 → 04/2023
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 05/2011 → 05/2020
  University Of North Texas
  Denton, TX
• 04/2023 → 06/2026
  Empower Financial Services, Inc
  Greenwood Village, CO
• 04/2023 → 06/2026
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 06/2026 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 06/2026 → Present
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Previous Registrations

• 2023-05-10 → 2026-06-26
  Empower Advisory Group, Llc
  Dallas, TX
  Greenwood Village, CO
  Dallas, TX
  Dallas, TX
• 2021-09-24 → 2023-04-26
  Vanguard Advisers, Inc.
  Plano, TX
  Scottsdale, AZ
• 2020-07-14 → 2021-08-27
  Valic Financial Advisors, Inc.
  Addison, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-10
• S63 Uniform Securities Agent State Law Examination
  2015-05-04

Other Names

• Wade Williams
• Robert Wade Williams
• Wade Williams
• Robert Williams
• Robert W Williams