Robert Malzberg

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

• 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
  J.P. Morgan Securities Llc
  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
  Schwab Wealth Advisory, Inc.
  Westlake, TX

Previous Registrations

• 2024-10-23 → 2025-06-19
  J.P. Morgan Securities Llc
  Dallas, TX
• 2022-04-08 → 2024-10-17
  Vanguard Advisers, Inc.
  Scottsdale, AZ
  Plano, TX
• 2021-11-10 → 2022-03-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Fair Lawn, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2021-11-09

Other Names

• Robert Malzberg
• Robert M Malzberg
• Rob Malzberg
• Robert Matthew Malzberg