Robert Thomas Russini

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (8)

SIESeries 7Series 9Series 10Series 24Series 66Series 65Series 63

Registered states (2)

Arizona · California

Years in the industry (source record)

43

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Charles Schwab & Co., Inc.

Firm CRD

5393

SEC number

801-29938

Assets under management

Not yet retrieved from the source record

Website

www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗

Phone

415-667-7000

Firm location

San Francisco, CA, 94105

Employment history (14)

From the source registration record · current first

• Charles Schwab & Co., Inc.Current

  Phoenix, AZ · BC capacity
  start not retrieved → present
• Charles Schwab & Co., Inc.Current

  Phoenix, AZ · IA capacity
  start not retrieved → present
• Charles Schwab & Co., Inc.Current

  Phoenix, AZ · IA capacity
  start not retrieved → present
• E*trade Capital Management, LLC

  Arlington, VA · IA capacity
  May 29, 2007 → Sep 18, 2014
• E*trade Securities LLC

  Ft. Lauderdale, FL · BC capacity
  Apr 15, 2002 → Sep 18, 2014
• First Union Securities Financial Network, Inc.

  St. Louis, MO · BC capacity
  Jan 2, 2001 → Apr 11, 2002
• Jwgenesis Financial Group, Inc

  Boca Raton, FL · BC capacity
  Sep 6, 2000 → Jan 2, 2001
• Jwgenesis Securities, Inc.

  Boca Raton, FL · BC capacity
  Jan 3, 2000 → Sep 21, 2000
• Chatfield Dean & Co., Inc.

  Greenwood Village, CO · BC capacity
  May 31, 1994 → Jan 4, 1999
• Melbourne Gsi Corp.

  New York, NY · BC capacity
  Jun 25, 1992 → Sep 7, 1994
• Thomas James Associates, Inc.

  Rochester, NY · BC capacity
  Apr 22, 1994 → Jun 27, 1994
• The Stuart-James Company, Incorporated

  Denver, CO · BC capacity
  Mar 26, 1986 → Nov 30, 1990
• Ids Marketing Corporation

  BC capacity
  May 17, 1985 → Apr 4, 1986
• First Jersey Securities, Inc.

  BC capacity
  Mar 22, 1983 → Apr 22, 1985

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.