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Robert Bradley Knick

Investment Adviser Representative at Charles Schwab & Co., Inc.

Sarasota, FLCRD #5415786Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert Bradley Knick is an investment adviser representative with Charles Schwab & Co., Inc. in Sarasota, FL, where they have been registered since 2026. They have worked in the securities industry since 2021 and were previously registered with Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.

Office

100 University Town Center Drive
Sarasota, FL 34243

Advisors at this office: 19

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
12 states and territories

Colorado, Connecticut, Florida, Illinois, Kentucky, Maryland, Michigan, Minnesota, New Jersey, South Carolina, Texas, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/31/2019
Series 7
General Securities Representative Examination
Passed 8/10/2019
SIE
Securities Industry Essentials Examination
Passed 7/17/2019
Series 7
General Securities Representative Examination
Passed 10/25/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Charles Schwab & Co., Inc.Current
4/1/2026 – Sarasota, FL
Edward Jones
9/3/2019 – 3/1/2022Rome, GA
Edward Jones
11/21/2007 – 4/1/2010Graham, WA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Edward Jones
    Jul 2019 – Feb 2022St Louis, MO
  2. Big Js OUtdoor Store
    Mar 2012 – Jul 2019Orting, WA
  3. Alpine Group Northwest
    Jan 2014 – Feb 2026Eatonville, WA
  4. Charles Schwab & Co, Inc
    Mar 2026 – no end date reportedSarasota, FL
  5. Charles Schwab Bank, SSB
    Mar 2026 – no end date reportedSarasota, FL

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Charles Schwab & Co., Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee
  • Other
Firm account minimum
$500,000

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Sarasota, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert Bradley Knick has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Robert Bradley Knick (Charles Schwab & Co.) | AdvisorFinder