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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-26
  • TX RA
    APPROVED
    Since 2025-07-26

Branch Locations

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
Bank Of America Merrill Lynch Fair Lawn NJ 06/2020 08/2020
Full Time Education Newark DE 08/2018 05/2021
New York Yankees Bronx NY 06/2019 12/2019
Kings Supermarkets Ridgewood NJ 09/2017 08/2018
Bank Of America, N.A. New York NY 07/2021 03/2022
The Vanguard Group, Inc. Plano TX 03/2022 10/2024
Door Dash Plano TX 11/2022 01/2023
J.P. Morgan Securities Llc Dallas TX 10/2024 07/2025
Jpmorgan Chase Bank, N.A. Dallas TX 10/2024 07/2025
Full Time Education Newark DE 08/2020 06/2021
Rebellionresearch.cOm New York City NY 05/2018 08/2018
Unemployed Fair Lawn NJ 09/2014 08/2017
Charles Schwab & Co., Inc. Westlake TX 07/2025 Present
Schwab Wealth Advisory, Inc. Westlake TX 07/2025 Present
  • 06/2020 → 08/2020
    Bank Of America Merrill Lynch
    Fair Lawn, NJ
  • 08/2018 → 05/2021
    Full Time Education
    Newark, DE
  • 06/2019 → 12/2019
    New York Yankees
    Bronx, NY
  • 09/2017 → 08/2018
    Kings Supermarkets
    Ridgewood, NJ
  • 07/2021 → 03/2022
    Bank Of America, N.A.
    New York, NY
  • 03/2022 → 10/2024
    The Vanguard Group, Inc.
    Plano, TX
  • 11/2022 → 01/2023
    Door Dash
    Plano, TX
  • 10/2024 → 07/2025
    Dallas, TX
  • 10/2024 → 07/2025
    Jpmorgan Chase Bank, N.A.
    Dallas, TX
  • 08/2020 → 06/2021
    Full Time Education
    Newark, DE
  • 05/2018 → 08/2018
    Rebellionresearch.cOm
    New York City, NY
  • 09/2014 → 08/2017
    Unemployed
    Fair Lawn, NJ
  • 07/2025 → Present
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 07/2025 → Present
    Westlake, TX
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-09
  • S66 Uniform Combined State Law Examination
    2021-11-09
Other Names
  • Robert Malzberg
  • Robert M Malzberg
  • Rob Malzberg
  • Robert Matthew Malzberg

View on SEC IAPD

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