Robert Jonathan Victoria
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Jun 2026 to now
- Advised Assets Group, LLCApr 2022 to Jun 2026
- Gwfs Equities, IncApr 2022 to Jun 2026
- Fidelity InvestmentsMay 2019 to Apr 2022
- Thirsty MooseFeb 2019 to May 2019
- Applebee'sSep 2018 to Feb 2019
- UnemployedJun 2018 to Sep 2018
- Cassarino's RestaurantDec 2017 to May 2018
- Providence Oyster BarDec 2017 to Apr 2018
- 365 ParkingAug 2017 to Dec 2017
- Ocean State BookbindingMar 2017 to Aug 2017
- Dunkin DonutsJan 2017 to Mar 2017
- FrescoNov 2016 to Mar 2017
- Cafe Dolce VitaJul 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 6658733
- Firm CRD
- 5393