Robert Cherry

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

• 01/2022 → 10/2025
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 09/2020 → 12/2021
  Full Time Education
  Phoenix, AZ
• 01/2020 → 03/2020
  Fit Republic
  Atascadero, CA
• 12/2015 → 12/2019
  In Shape Health Clubs
  Visalia, CA
• 03/2020 → 09/2021
  Unemployed
  Atascadero, CA
• 10/2019 → 05/2025
  Self-Employed
  Phoenix, AZ
• 09/2024 → Present
  Grand Canyon University
  Phoenix, AZ
• 10/2025 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 10/2025 → Present
  Schwab Wealth Advisory, Inc.
  Phoenix, AZ

Previous Registrations

• 2023-05-24 → 2025-10-16
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Other Businesses

1) Grand Canyon University | Investment Related:No|3300 W Camelback|Education|Adjunct Professor||Less than 20|0|I teach a finance class at Grand Canyon University, 2) Cherry Housing LLC | Investment Related:No||Real Estate (Non-Agent/Broker)|Landlord|2021-06-15|Less than 20|0|Rental Real Estate

Exams

• S66 Uniform Combined State Law Examination
  2023-05-23
• S63 Uniform Securities Agent State Law Examination
  2022-04-05

Designations

• Certified Financial Planner

Other Names

• Robby Cherry
• Robert Cherry
• Robert Joseph Cherry