Montrice Lanae Robinson

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2017 → 03/2021
  Raymond James & Associates
  Atlanta, GA
• 09/2016 → 11/2017
  Bb&T
  Altanta, GA
• 10/2015 → 09/2016
  Keller Williams
  Duluth, GA
• 03/2021 → 10/2022
  Bny Mellon Wealth Management
  Atlanta, GA
• 10/2022 → Present
  Charles Schwab & Co., Inc.
  Atlanta, GA
• 05/2025 → Present
  Charles Schwab Bank Ssb
  Atlanta, GA

Previous Registrations

• 2018-04-03 → 2021-05-06
  Raymond James & Associates, Inc.
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2018-03-30

Other Names

• Montrice Perry
• Montrice Lanae Perry
• Montrice La'NAe Perry