Zachary Roberts
Investment adviser representative at Charles Schwab & Co., Inc.
11 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
11 years in the industry.
- Charles Schwab Bank, SsbSep 2025 to now
- Charles Schwab & Co., Inc.Aug 2025 to now
- Fisher InvestmentsJul 2024 to Jul 2025
- Fidelity InvestmentsJul 2022 to Jul 2024
- Apex Water and Freeze Protection, LLCNov 2021 to Jul 2022
- PayrhealthApr 2021 to Mar 2022
- Tiff's Treats Cookie DeliveryJul 2020 to May 2021
- Columbia Factory StoreSep 2019 to Jun 2020
- Global Health & SafetyJun 2015 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7605936
- Firm CRD
- 5393