Kathleen M Robins
Investment adviser representative at Charles Schwab & Co., Inc.
11 yearsExperience
1 stateRegistered in
CFADesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
11 years in the industry.
- Charles Schwab & Co., Inc.Sep 2026 to now
- Charels Schwab & Co., IncAug 2026 to now
- UnemployedOct 2025 to Aug 2026
- Thrivent FinancialJul 2025 to Oct 2025
- Thrivent Investment Management Inc.Jul 2025 to Oct 2025
- LPL Enterprise, LLCNov 2024 to Jul 2025
- The Prudential Insurance Company of AmericaAug 2024 to Jul 2025
- Pruco Securities LLCJul 2024 to Nov 2024
- UnemployedSep 2022 to Jul 2024
- Haverford Trust Securities, Inc.May 2022 to Sep 2022
- LPL Financial, LLCJan 2021 to May 2022
- Private Advisor Group, LLCJan 2021 to May 2022
- UnemployedSep 2020 to Nov 2020
- Equitable Advisors LLCAug 2020 to Aug 2020
- UnemployedFeb 2020 to Aug 2020
- Morgan Stanley Private Bank, National AssociationFeb 2016 to Feb 2020
- Morgan StanleyNov 2015 to Feb 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3071178
- Firm CRD
- 5393