Best Investors Account Sign in

Robert Edward Smith

Schwab Wealth Advisory, Inc.

Orlando, FL

CRD 6693105

Claim This Profile
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:

Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-28
TX RA APPROVED 2021-07-26
  • FL RA
    APPROVED
    Since 2021-07-28
  • TX RA
    APPROVED
    Since 2021-07-26

Branch Locations

1991 Summit Park Drive, Orlando, FL 32810 • 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
Edward Jones Ocoee FL 08/2016 06/2021
Schwab Wealth Advisory Inc Orlando FL 07/2021 Present
Charles Schwab & Co., Inc. Orlando FL 07/2021 Present
Previous Registrations
  • 2016-10-19 → 2021-06-29
    Edward Jones
    Winter Garden, FL
    Winter Garden, FL
    St Louis, MO
    Winter Garden, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-17
  • S66 Uniform Combined State Law Examination
    2016-10-17
Other Names
  • Robert Smith

View on SEC IAPD

Nearby Firms

CHARLES SCHWAB & CO., INC.
TIMOTHY PARTNERS, LTD.
FIDUCIARY FIRST

Nearby Investors

Christopher L Turner
CHRISTOPHER CARL BLOHM
James Hasting Benoit

Nearby Offices

CHARLES SCHWAB & CO., INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL
SCHWAB WEALTH ADVISORY, INC. · Orlando, FL

More in Orlando, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor