Robert Romero
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert Romero is an investment adviser representative with Charles Schwab & Co., Inc. in Boise, ID, where they have been registered since 2026. They have worked in the securities industry since 2026 and were previously registered with Equitable Advisors, LLC. 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 Idaho.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Idaho
- Broker:
1 state or territory
Idaho
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Full Time EducationJan 2016 – Sep 2017Post Falls, ID
- Full Time EducationSep 2017 – Sep 2021Post Falls, ID
- Taco BellJun 2018 – Sep 2018Coeur d'Alene, ID
- Auction DepotMay 2019 – Sep 2021Hayden, ID
- Full Time EducationSep 2021 – Apr 2025Bismarck, ND
- Knife River ConcreteMay 2022 – Aug 2022Bismarck, ND
- Northwestern Mutual - InternshipOct 2024 – Feb 2025Bismarck, ND
- UnemployedMay 2025 – Mar 2026Meridian, ID
- Equitable Advisors, LLC.Mar 2026 – Jun 2026New York, NY
- Charles Schwab & Co., Inc.Jun 2026 – no end date reportedBoise, ID
- Charles Schwab bankJun 2026 – no end date reportedBoise, ID
Official records & sources
Data as of August 11, 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
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Other advisors whose filed branch office is in the same city.
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 Romero 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.
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