Michael Roberts

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

• 11/2020 → 02/2021
  Cetera Investment Services Llc
  St Cloud, MN
• 12/2015 → 11/2019
  Gnc
  Indianapolis, IN
• 08/2020 → 03/2021
  Doordash
  Indianapolis, IN
• 06/2020 → 07/2020
  Jewell Flooring
  Indianapolis, IN
• 11/2019 → 06/2020
  Unemployed
  Indianapolis, IN
• 03/2021 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 04/2023 → 12/2023
  Schwab Wealth Advisory
  San Diego, CA
• 11/2023 → 04/2025
  Charles Schwab Bank, Ssb
  Indianapolis, IN
• 04/2025 → Present
  Schwab Wealth Advisory, Inc
  Indianapolis, IN

Previous Registrations

• 2023-04-11 → 2023-12-26
  Schwab Wealth Advisory, Inc.
  Indiana, IN
  Indianapolis, IN
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-12-15
• S63 Uniform Securities Agent State Law Examination
  2021-05-07

Designations

• Certified Financial Planner

Other Names

• Michael Owen Roberts