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Robert E Oberlander

Charles Schwab & Co., Inc.

Woodland Hills, CA

CRD 5136013

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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
TX RA APPROVED_RES 2020-01-06
CA RA APPROVED 2012-12-20
  • TX RA
    APPROVED_RES
    Since 2020-01-06
  • CA RA
    APPROVED
    Since 2012-12-20

Branch Locations

6250 Topanga Canyon Blvd Suite 1545, Woodland Hills, CA 91367 • 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 & Co., Inc. Woodland Hills CA 04/2006 Present
Charles Schwab Bank Ssb Woodland Hills CA 12/2012 Present
  • 04/2006 → Present
    Charles Schwab & Co., Inc.
    Woodland Hills, CA
  • 12/2012 → Present
    Charles Schwab Bank Ssb
    Woodland Hills, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-19
S63 Uniform Securities Agent State Law Examination 2007-12-11
  • S66 Uniform Combined State Law Examination
    2012-12-19
  • S63 Uniform Securities Agent State Law Examination
    2007-12-11
Other Names
  • Robert Endre Oberlander

View on SEC IAPD

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MICHAEL WILLIAM JOHNS
STEWART E SCHRADER
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MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA

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