Robert Lee Blunt

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

• 01/2003 → Present
  Charles Schwab & Co., Inc.
  Oxnard, CA
• 02/2005 → Present
  Charles Schwab Bank, Ssb
  Oxnard, CA

Previous Registrations

• 1997-07-08 → 2002-10-14
  Strategic Advisers Llc
  Chandler, AZ

Other Businesses

1) Redweek | Investment Related:No|Marriott Mountainside |Park City |Utah |84060|USA|Real Estate (Non-Agent/Broker)|Timeshare |1/15/2022|Less than 20|0|I used Redweek earlier this year for the first time to rent a one week unit I had reserved. Redweek handled the listing, found a renter and collected payment on my behalf for the week rental. I have not used the service again but may want to again in the future.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-18
• S63 Uniform Securities Agent State Law Examination
  1988-06-07

Other Names

• Bob Blunt
• Robert Lee Blunt
• Robert Lee Blunt