Robert Cherry

Financial advisor at Schwab Wealth Advisory, Inc. · Phoenix, AZ

Last updated 2026-10-10

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Robert Cherry is a financial advisor at Schwab Wealth Advisory, Inc. in Phoenix, AZ, CRD 7465022. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2023-05-24.

Registration

CRD number
7465022
Registration status
Active
IAPD registration
2023-05-24
Industry Experience
3 years
Work Experience
10 years
States registered
AZ, TX

Licenses and exams

  • Series 63
  • Series 66

Designations

  • CFP®

Work history

  • 2022-01 to 2025-10 · The Vanguard Group, Inc. · Scottsdale, AZ
  • 2020-09 to 2021-12 · Full Time Education · Phoenix, AZ
  • 2020-01 to 2020-03 · Fit Republic · Atascadero, CA
  • 2015-12 to 2019-12 · In Shape Health Clubs · Visalia, CA
  • 2020-03 to 2021-09 · Unemployed · Atascadero, CA
  • 2019-10 to 2025-05 · Self-Employed · Phoenix, AZ
  • 2024-09 to Present · Grand Canyon University · Phoenix, AZ
  • 2025-10 to Present · Charles Schwab & Co., Inc. · Phoenix, AZ
  • 2025-10 to Present · Schwab Wealth Advisory, Inc. · Phoenix, AZ

Current employment

SEC IAPD record for Robert Cherry

Schwab Wealth Advisory, Inc.

Registered advisors
1,684
Offices
232
Clients per advisor
0.0 (Low)

Schwab Wealth Advisory, Inc.: advisors, services and reported ETF investments

About

Robert Cherry is a CFP® financial advisor at Schwab Wealth Advisory, Inc. in Phoenix, AZ. Reported securities licenses include Series 63 and Series 66. The latest record indicates 3 years of industry experience and 10 years of reported work history.

Schwab Wealth Advisory, Inc.'s firm-level Form ADV reports 1,684 advisors across 232 offices; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, and Portfolio Management: Businesses or Institutional Clients.

What this firm offers

Filed by Schwab Wealth Advisory, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients

Fee options

  • Other

Business and affiliations

  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Sponsor or GP of Pooled Investment Vehicl

Location

2423 E Lincoln Dr, Phoenix, AZ 85016-1215

140 advisors at this office.

Schwab Wealth Advisory office in Phoenix, AZ

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Robert Cherry?

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