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Zachary Roberts

Charles Schwab & Co., Inc.

Austin, TX

CRD 7605936

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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 2025-08-13
  • TX RA
    APPROVED
    Since 2025-08-13

Branch Locations

11800 Schwab Way, Austin, TX 78758 • 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
Apex Water And Freeze Protection, Llc San Marcos TX 11/2021 07/2022
Payrhealth Austin TX 04/2021 03/2022
Tiff's Treats Cookie Delivery San Marcos TX 07/2020 05/2021
Columbia Factory Store San Marcos TX 09/2019 06/2020
Global Health & Safety Coppell TX 06/2015 12/2019
Fidelity Investments Westlake TX 07/2022 07/2024
Fisher Investments Plano TX 07/2024 07/2025
Charles Schwab & Co., Inc. Austin TX 08/2025 Present
Charles Schwab Bank, Ssb Austin TX 09/2025 Present
  • 11/2021 → 07/2022
    Apex Water And Freeze Protection, Llc
    San Marcos, TX
  • 04/2021 → 03/2022
    Payrhealth
    Austin, TX
  • 07/2020 → 05/2021
    Tiff's Treats Cookie Delivery
    San Marcos, TX
  • 09/2019 → 06/2020
    Columbia Factory Store
    San Marcos, TX
  • 06/2015 → 12/2019
    Global Health & Safety
    Coppell, TX
  • 07/2022 → 07/2024
    Fidelity Investments
    Westlake, TX
  • 07/2024 → 07/2025
    Fisher Investments
    Plano, TX
  • 08/2025 → Present
    Charles Schwab & Co., Inc.
    Austin, TX
  • 09/2025 → Present
    Charles Schwab Bank, Ssb
    Austin, TX
Previous Registrations
  • 2024-07-23 → 2025-07-18
    Fisher Investments
    Plano, TX
  • 2023-05-24 → 2024-07-01
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-16
  • S66 Uniform Combined State Law Examination
    2023-05-16
Other Names
  • Zachary Taylor Roberts
  • Zachary Roberts

View on SEC IAPD

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