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Robert Andrew Siuty

Charles Schwab & CO., Inc.

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About Robert Andrew Siuty

Robert Andrew Siuty is a financial advisor with Charles Schwab & CO., Inc. in Northbrook, Illinois. Robert has been in the industry since August 10, 2003 and has a wide range of experience working for a number of different financial services firms, including TD Ameritrade, UBS Financial Services Inc. and Ameriprise Financial Services, Inc. Robert is registered to provide investment advice and services in 27 states and holds the Series 3, 7 and 66 licenses, as well as the SIE exam.

Firm Information

Robert Siuty is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Robert Siuty’s Registration & Firm History

IL

01/26/2022 - Present

Charles Schwab & CO., Inc. (Northbrook IL)

IL

02/06/2008 - 05/19/2024

TD AMERITRADE, INC. (Northbrook IL)

IL

12/12/2005 - 02/01/2008

UBS FINANCIAL SERVICES INC. (NORTHBROOK IL)

MN

08/07/2003 - 01/05/2006

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

08/07/2003 - 01/05/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 07/03/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/05/2006

Series 3 - National Commodity Futures Examination

BC

Issued 08/06/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Robert Andrew Siuty.
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