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Michael Eric Robinson

Charles Schwab & Co., Inc.

Phoenix, AZ

CRD 3242650

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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
AZ RA APPROVED 2025-05-02
  • AZ RA
    APPROVED
    Since 2025-05-02

Branch Locations

2423 E Lincoln Dr, Phoenix, AZ 85016-1215 • 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
Charles Schwab Bank Phoenix AZ 01/2010 11/2021
Tri-Ad Capital Management I, Llc Escondido CA 11/2021 03/2025
Charles Schwab & Co., Inc. Phoenix AZ 03/2025 Present
Charles Schwab Trust Bank Phoenix AZ 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-02
S63 Uniform Securities Agent State Law Examination 1999-10-29
  • S65 Uniform Investment Adviser Law Examination
    2024-02-02
  • S63 Uniform Securities Agent State Law Examination
    1999-10-29
Other Names
  • Michael E Robinson
  • Michael E Robinson

View on SEC IAPD

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