Robert Hugh Carlisle

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

• 07/2016 → 09/2018
  The Vanguard Group
  Scottsdale, AZ
• 09/2018 → 04/2019
  Wells Fargo Clearing Services
  Salt Lake City, UT
• 04/2019 → 01/2022
  Fidelity Brokerage Services, Llc
  Salt Lake City, UT
• 01/2022 → Present
  Charles Schwab Bank Ssb
  Salt Lake City, UT
• 01/2022 → Present
  Charles Schwab & Co., Inc.
  Salt Lake City, UT

Previous Registrations

• 2019-05-24 → 2022-01-17
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
• 2018-09-27 → 2019-04-09
  Wells Fargo Clearing Services, Llc
  Salt Lake City, UT
• 2017-08-29 → 2018-09-21
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

1) Rental Income from primary residence | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|9/1/2025|Less than 20|0|I rent out the basement of my primary residence to a tenant.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-08-25
• S63 Uniform Securities Agent State Law Examination
  2016-08-23

Other Names

• Robbie Carlisle
• Robert H Carlisle
• Robert Hugh Carlisle
• Robert Carlisle