Berenice Robante
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 BankApr 2026 to now
- Charles Schwab & Co., Inc.Jan 2025 to now
- BMO Bank/bank of the WestJul 2022 to Jan 2025
- Citi BankJan 2021 to Jul 2022
- First Technology Federal Credit UnionOct 2020 to Jan 2021
- J.P. Morgan Securities, LLCJan 2020 to Sep 2020
- Pilates Athletic CenterMay 2018 to Dec 2019
- City Sports Club (la Fitness)Sep 2017 to Jan 2018
- JPMorgan Chase Bank, N.A.Aug 2016 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7220366
- Firm CRD
- 5393