Benjamin Emanuel Roberts

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

• 06/2022 → 08/2022
  Lockton Midwest Series
  Chicago, IL
• 08/2022 → 05/2023
  Bagel & Deli Shop
  Oxford, OH
• 01/2016 → 08/2021
  Biltmore Country Club
  North Barrington, IL
• 09/2021 → 05/2022
  Full Time Education
  Mundelein, IL
• 05/2023 → 12/2023
  Unemployed
  Mundelein, IL
• 01/2024 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2025-03-04
• S63 Uniform Securities Agent State Law Examination
  2024-05-07