Robert Romero
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
- Charles Schwab BankJun 2026 to now
- Equitable Advisors, LLC.Mar 2026 to Jun 2026
- UnemployedMay 2025 to Mar 2026
- Northwestern Mutual - InternshipOct 2024 to Feb 2025
- Knife River ConcreteMay 2022 to Aug 2022
- Auction DepotMay 2019 to Sep 2021
- Taco BellJun 2018 to Sep 2018
- Full Time EducationJan 2016 to Apr 2025
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (ID).
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
- 7991583
- Firm CRD
- 5393