Robert Mendenhall Haney

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2018 → 06/2024
  Td Ameritrade, Inc
  Westlake, TX
• 10/2018 → 12/2018
  Unemployed
  Fort Worth, TX
• 10/2017 → 10/2018
  Masters Furniture And Appliances
  Fort Worth, TX
• 05/2017 → 10/2017
  Unemployed
  Fort Worth, TX
• 06/2010 → 05/2017
  Onyx Water Products
  Granbury, TX
• 07/2022 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 03/2021 → 06/2024
  Td Ameritrade Investment Management, Llc
  Westlake, TX

Previous Registrations

• 2021-03-27 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Southlake, TX
  Westlake, TX
• 2021-03-27 → 2022-10-14
  Td Ameritrade, Inc.
  Westlake, TX
  Westlake, TX

Other Businesses

1) Door Dash | Investment Related:No|Restaurant/Food Services|Delivery|6/7/2025|More than 40|0|get food to the clients

Exams

• S66 Uniform Combined State Law Examination
  2021-03-26
• S63 Uniform Securities Agent State Law Examination
  2019-04-12

Other Names

• Robert Haney