Robert Wright

Financial advisor at Schwab Wealth Advisory, Inc. · Atlanta, GA

Last updated 2026-10-10

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Robert Wright is a financial advisor at Schwab Wealth Advisory, Inc. in Atlanta, GA, CRD 6400469. Licenses and exams on the registration: Series 66, Series 63. IAPD registration began 2010-08-06.

Registration

CRD number
6400469
Registration status
Active
IAPD registration
2010-08-06
Industry Experience
16 years
Work Experience
12 years
States registered
GA, TX

Licenses and exams

  • Series 66
  • Series 63

Designations

  • CFP®

Work history

  • 2014-09 to 2020-01 · Fidelity Brokerage Services LLC · Salt Lake City, UT
  • 2018-07 to 2020-01 · Fidelity Personal and Workplace Advisors · Boston, MA
  • 2020-01 to 2022-01 · E*trade Securities LLC · Alpharetta, GA
  • 2020-01 to 2022-01 · E*trade Capital Management LLC · Alpharetta, GA
  • 2022-01 to 2025-06 · Advocacy Wealth Management LLC · Atlanta, GA
  • 2025-06 to Present · Charles Schwab & Co., Inc. · Atlanta, GA
  • 2025-06 to Present · Schwab Wealth Advisory, Inc. · Atlanta, GA

Current employment

SEC IAPD record for Robert Wright

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 Wright is a CFP® financial advisor at Schwab Wealth Advisory, Inc. in Atlanta, GA. Reported securities licenses include Series 66 and Series 63. The latest record indicates 16 years of industry experience and 12 years of reported work history. Reported roles include Charles Schwab & Co., Inc., Advocacy Wealth Management LLC, E*trade Securities LLC, E*trade Capital Management LLC, among others.

SEC disclosures list additional business and community activities: 1) Kaplan The College For Financial Planning | Investment Related:no|education|instructor|8/17/2026|less Than 20|0|teach The Cfp Educational Courses To Help Advisors Pass The Cfp National Exam And Fulfill The Educational Requirements.

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, 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

3424 Peachtree Road NE, Atlanta, GA 30326

16 advisors at this office.

Schwab Wealth Advisory office in Atlanta, GA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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