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Robin Das

Charles Schwab & CO., Inc.

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About Robin Das

Robin Das is a financial professional with over 20 years of experience in the industry. Robin currently works as a Registered Representative at Charles Schwab & Co., Inc. in Westlake, TX. Prior to joining Charles Schwab & Co., Inc., Robin worked at TD Ameritrade, Inc., 1ST GLOBAL CAPITAL CORP. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robin has Series 7, Series 63, and SIE licenses and is registered with the state of Texas. Robin specializes in financial planning and portfolio management for individuals and businesses.

Firm Information

Robin Das 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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Robin Das’s Registration & Firm History

TX

12/22/2020 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

09/28/2018 - 08/27/2020

TD AMERITRADE, INC. (Southlake TX)

TX

12/07/2009 - 08/31/2017

1ST GLOBAL CAPITAL CORP. (DALLAS TX)

TX

11/07/2007 - 11/13/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

TX

09/28/2001 - 08/17/2007

PENSON FINANCIAL SERVICES, INC. (DALLAS TX)

RI

02/16/1998 - 12/09/1999

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

NA

01/02/1998 - 02/05/1998

DAIN RAUSCHER INCORPORATED

TX

07/11/1997 - 01/02/1998

RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)

CA

01/14/1997 - 07/22/1997

J.B. OXFORD & COMPANY (SHERMAN OAKS CA)

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Licenses & Designations

BC

Issued 02/21/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/13/1997

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 Robin Das.
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