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Robert L Streit

Charles Schwab & Co., Inc.

Naples, FL

Chicago, IL

CRD 1865844

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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
FL RA APPROVED 2023-02-07
  • FL RA
    APPROVED
    Since 2023-02-07

Branch Locations

Naples, FL • United States

150 S. Wacker Drive, Chicago, IL 60606-4111 • 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
Metolius Capital Llc Wheaton IL 12/2015 06/2019
First Advisors National Llc La Grange IL 04/2019 11/2020
Charles Schwab & Co., Inc. Naples FL 11/2020 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-11-03
S65 Uniform Investment Adviser Law Examination 2019-04-06
  • S63 Uniform Securities Agent State Law Examination
    2020-11-03
  • S65 Uniform Investment Adviser Law Examination
    2019-04-06
Other Names
  • Robert Leon Streit
  • Bob Streit

View on SEC IAPD

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