Anthony Steven Robinson

CRD 2349297 · Charles Schwab & Co., Inc. · Phoenix, AZ

IA RegisteredBroker

Also appears in the source record as: Tony Robinson

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): SIESeries 7Series 4Series 10Series 9Series 8Series 65Series 63
Registered states (2): California · Colorado
Years in the industry (source record): 31
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (8)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Sedalia, CO · IA capacity

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

start not retrieved → present
Advice And Planning Services
Denver, CO · IA capacity

Oct 8, 2007 → Jan 25, 2019
Tiaa-Cref Individual & Institutional Services, LLC
Denver, CO · BC capacity

Sep 28, 2005 → Jan 25, 2019
Countrywide Investment Services, Inc.
Chandler, AZ · BC capacity

Sep 23, 2004 → Sep 21, 2005
U.S. Bancorp Investments, Inc.
Saint Paul, MN · BC capacity

Feb 18, 2003 → Sep 10, 2004
Strategic Resource Management, Inc.
Aurora, CO · BC capacity

Jun 28, 1993 → Oct 28, 1993
Foster Jeffries Co., Inc.
Westbury, NY · BC capacity

Jun 8, 1993 → Jun 28, 1993

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2349297 ↗ FINRA BrokerCheck record for CRD 2349297 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.