Robert Malzberg
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 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
12 years in the industry.
- Schwab Wealth Advisory, Inc.Jul 2025 to now
- Charles Schwab & Co., Inc.Jul 2025 to now
- J.P. Morgan Securities LLCOct 2024 to Jul 2025
- JPMorgan Chase Bank, N.A.Oct 2024 to Jul 2025
- Door DashNov 2022 to Jan 2023
- The Vanguard Group, Inc.Mar 2022 to Oct 2024
- Bank of America, N.A.Jul 2021 to Mar 2022
- Bank of America Merrill LynchJun 2020 to Aug 2020
- New York YankeesJun 2019 to Dec 2019
- Full Time EducationAug 2018 to Jun 2021
- Rebellionresearch.comMay 2018 to Aug 2018
- Kings SupermarketsSep 2017 to Aug 2018
- UnemployedSep 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7260791
- Firm CRD
- 159035