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Robert Edwin Heller

Charles Schwab & CO., Inc.

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About Robert Edwin Heller

Robert Heller is a registered representative and investment advisor with Charles Schwab & Co., Inc. based in Boulder, CO. Robert has been in the securities industry since September 9, 2001. Robert has also previously been registered with TD Ameritrade, Inc. and BBVA Securities Inc. Prior to working with Charles Schwab, Robert was employed by BBVA USA, BBVA Securities Inc., BBVA Insurance Agency Inc., Charles Schwab Bank, SSB, and TD Ameritrade, Inc. Robert holds the Series 7, Series 63, Series 66, and SIE licenses.

Firm Information

Robert Heller 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 Heller’s Registration & Firm History

CO

01/26/2022 - Present

Charles Schwab & CO., Inc. (Boulder CO)

CO

04/21/2021 - 07/29/2024

TD AMERITRADE, INC. (Boulder CO)

CO

09/30/2019 - 03/29/2021

BBVA SECURITIES INC. (LAFAYETTE CO)

CO

08/07/2006 - 05/22/2019

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

TX

09/30/1999 - 01/24/2005

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 08/15/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Robert Edwin Heller. Review regulatory record here.
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