Robert Rosado, financial advisor Westlake TX

Robert Rosado

CRD Number: 5436029
Current Firm: Charles Schwab & Company, Inc.

Robert Rosado (CRD# 5436029) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Westlake, TX May 2020 - Current 4
Charles Schwab Bank, Ssb Westlake, TX May 2020 - Current 4
Apple Inc. Southlake, TX Jun 2015 - Current 8
Ameriprise Financial Services, Inc. Plano, TX Dec 2019 - Mar 2020 < 1
Ameriprise Financial Services, Inc. Plano, TX May 2019 - Dec 2019 < 1
Usaa Financial Advisors Inc. San Antonio, TX Mar 2019 - May 2019 < 1
Apex Addison, TX Mar 2019 - May 2019 < 1
Usaa Investment Management Companyt San Antonio, TX Mar 2019 - May 2019 < 1
Unemployed Fort Worth, TX Jan 2019 - Mar 2019 < 1
1st Global Capital Corp. Dallas, TX Oct 2015 - Jan 2019 3
1st Global Advisors, Inc. Dallas, TX Oct 2015 - Jan 2019 3
Best Buy Inc. Fort Worth, TX Sep 2015 - Jan 2016 < 1
First Command Financial Planning Inc. Fort Worth, TX Jun 2013 - Aug 2015 2
Macy's Hurst, TX Jul 2012 - Jun 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2013
S66 NASAA Uniform Combined State Law Examination Jan 2016
Contact Info for Robert Rosado
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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