Robert Cherry
Investment adviser representative at Schwab Wealth Advisory, Inc.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
Are you Robert Cherry? Claim your profile
Contact this firm
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
11 years in the industry.
- Schwab Wealth Advisory, Inc.Oct 2025 to now
- Charles Schwab & Co., Inc.Oct 2025 to now
- Grand Canyon UniversitySep 2024 to now
- The Vanguard Group, Inc.Jan 2022 to Oct 2025
- Full Time EducationSep 2020 to Dec 2021
- UnemployedMar 2020 to Sep 2021
- Fit RepublicJan 2020 to Mar 2020
- Self-employedOct 2019 to May 2025
- In Shape Health ClubsDec 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7465022
- Firm CRD
- 159035