Robert Thomas Hinkel

CRD 5014929 · Charles Schwab & Co., Inc. · Glen Allen, VA

IA RegisteredBroker

Also appears in the source record as: Robert Hinkel

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 66Series 63
Registered states (14): Alabama · Arizona · California · Florida · Georgia · Idaho · Massachusetts · New York · North Carolina · Oregon · South Carolina · South Dakota · Virginia · West Virginia
Years in the industry (source record): 19
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 (11)

From the source registration record · current first

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

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

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

start not retrieved → present
The Mather Group, LLC
Chicago, IL · IA capacity

Aug 3, 2018 → Oct 28, 2019
Advice And Planning Services
Ponte Vedra Beach, FL · IA capacity

Oct 2, 2014 → Apr 6, 2016
Tiaa-Cref Individual & Institutional Services, LLC
Ponte Vedra Beach, FL · BC capacity

Oct 1, 2014 → Apr 6, 2016
Strategic Advisers, Inc.
Jacksonville, FL · IA capacity

Aug 19, 2010 → Aug 18, 2014
Fidelity Brokerage Services LLC
Jacksonville, FL · BC capacity

Oct 1, 2007 → Aug 15, 2014
Merrill Lynch Pierce Fenner & Smith Inc.
Raleigh, NC · IA capacity

Mar 6, 2007 → May 17, 2007
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Raleigh, NC · BC capacity

Feb 1, 2007 → May 17, 2007
Edward Jones
Raleigh, NC · BC capacity

Oct 11, 2005 → Sep 5, 2006

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5014929 ↗ FINRA BrokerCheck record for CRD 5014929 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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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.