Robert Anthony Marmo

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

• 03/2019 → 06/2024
  Td Ameritrade
  Omaha, NE
• 03/2018 → 03/2019
  Soaring Wings Vineyard
  Springfield, NE
• 08/2016 → 03/2018
  Chesterman Coca Cola
  Omaha, NE
• 01/2023 → Present
  Charles Schwab & Co
  Omaha, NE

Previous Registrations

• 2019-05-31 → 2022-10-14
  Td Ameritrade, Inc.
  Omaha, NE
• 2019-05-31 → 2021-02-22
  Td Ameritrade Investment Management, Llc
  Omaha, NE

Other Businesses

1) Big Table Gaming | Investment Related:No|Other|Content Creator|11/4/2021|Less than 20|0.000000|Create board game content via reviews and live play throughs. Stream and podcast., 2) Axiom Arcana LLC | Investment Related:No|Computer Software|Founder/CEO|7/12/2025|Less than 20|0|I develop board game apps through vibe coding

Exams

• S66 Uniform Combined State Law Examination
  2019-05-24

Other Names

• Bobby Marmo