Robert Williams
Investment adviser representative at Schwab Wealth Advisory, Inc.
15 yearsExperience
1 stateRegistered in
$0Firm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Schwab Wealth Advisory, Inc.Jun 2026 to now
- Charles Schwab & Co., Inc.Jun 2026 to now
- Empower Advisory Group, LLCApr 2023 to Jun 2026
- Empower Financial Services, IncApr 2023 to Jun 2026
- The Vanguard Group, Inc.Aug 2021 to Apr 2023
- Valic Financial Advisors, Inc.Feb 2020 to Aug 2021
- Bbva Securities IncOct 2018 to Feb 2020
- Bbva Compass Insurance Agency, IncSep 2018 to Feb 2020
- Compass BankSep 2018 to Feb 2020
- The Prudential Insurance Company of AmericaJun 2017 to Sep 2018
- Pruco Securities, LLCMay 2017 to Sep 2018
- SciFeb 2017 to Apr 2017
- AXA Advisors, LLCOct 2016 to Feb 2017
- University of North TexasMay 2011 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 6489917
- Firm CRD
- 159035