Robert Michael Freddino

CRD 3086957 · Charles Schwab & Co., Inc. · Reston, VA

IA RegisteredBroker

Also appears in the source record as: Robert Michael Freddino Jr; Robert Freddino

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 4Series 65Series 63
Registered states (23): Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Maryland · Massachusetts · Minnesota · Missouri · Nevada · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Virginia · West Virginia
Years in the industry (source record): 26
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 (14)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Reston, VA · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Reston, VA · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Reston, VA · IA capacity

start not retrieved → present
Strategic Advisers, Inc.
Tysons Corner, VA · IA capacity

Jan 11, 2008 → Nov 9, 2012
Fidelity Brokerage Services LLC
Tysons Corner, VA · BC capacity

Nov 2, 2007 → Nov 7, 2012
Amerivest Investment Management, LLC
La Jolla, CA · IA capacity

May 5, 2006 → Sep 18, 2007
Td Ameritrade, Inc.
La Jolla, CA · IA capacity

Apr 25, 2006 → Sep 18, 2007
Td Ameritrade, Inc.
La Jolla, CA · BC capacity

Dec 15, 2003 → Sep 18, 2007
Quick & Reilly, Inc.
Rancho Bernardo, CA · IA capacity

Nov 21, 2002 → Feb 10, 2003
Quick & Reilly, Inc.
New York, NY · BC capacity

Jul 2, 2002 → Feb 10, 2003
H&r Block Financial Advisors, Inc.
Detroit, MI · BC capacity

Nov 2, 2001 → May 10, 2002
J.B. Oxford & Company
Sherman Oaks, CA · BC capacity

Aug 25, 1999 → Oct 23, 2001
Prudential Securities Incorporated
New York, NY · BC capacity

Feb 19, 1999 → Jun 16, 1999
Gkn Securities Corp.
New York, NY · BC capacity

Aug 26, 1998 → Feb 9, 1999

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 3086957 ↗ FINRA BrokerCheck record for CRD 3086957 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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