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Ronald Kobrya

Charles Schwab & CO., Inc.

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About Ronald Kobrya

Ronald Kobrya is a financial advisor registered with Charles Schwab & CO., Inc. Ronald is licensed in California. Ronald has been in the financial industry for 8 years. Ronald is registered with FINRA. Prior to joining Charles Schwab & CO., Inc., Ronald was registered with Equitable Advisors, LLC in Folsom, CA and PFS INVESTMENTS INC. in Roseville, CA. Ronald holds the Series 6, 7TO, 26, 63, and 65 licenses. Ronald is also a Registered Investment Advisor in California.

Firm Information

Ronald Kobrya 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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Ronald Kobrya’s Registration & Firm History

CA

02/22/2024 - Present

Charles Schwab & CO., Inc. (Sacramento CA)

CA

11/15/2022 - 12/07/2023

EQUITABLE ADVISORS, LLC (FOLSOM CA)

CA

04/29/2015 - 11/02/2022

PFS INVESTMENTS INC. (ROSEVILLE CA)

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Licenses & Designations

IA

Issued 06/02/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/04/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/16/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/29/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Ronald Kobrya.
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