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Robert Joseph Chiocca

Charles Schwab & Co., Inc.

Cranberry Township, PA

CRD 2218170

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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:

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-03-03
  • PA RA
    APPROVED
    Since 2016-03-03

Branch Locations

2080 Mackenzie Way Suite 100, Cranberry Township, PA 16066 • 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
Charles Schwab Bank, Ssb Cranberry Township PA 02/2005 Present
Charles Schwab & Co., Inc. Cranberry Township PA 03/1993 Present
  • 02/2005 → Present
    Charles Schwab Bank, Ssb
    Cranberry Township, PA
  • 03/1993 → Present
    Charles Schwab & Co., Inc.
    Cranberry Township, PA
Previous Registrations
  • 2022-02-09 → 2022-10-14
    Td Ameritrade, Inc.
    Cranberry Township, PA
    Omaha, NE
    Cranberry Township, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-03-24
  • S63 Uniform Securities Agent State Law Examination
    1992-03-24

View on SEC IAPD

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