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Robert Schilling
28 Years of Experience
Stevensville, MD
4 DisclosuresBrokerSells Insurance
Robert Schilling is a registered investment advisor, based in Stevensville, MD, with 28 years of industry experience.
Location
Stevensville, MD
Get directionsHistory
Regulatory History (4)
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Employment Separation After Allegations
April 2020Judgment / Lien
January 2020Customer Dispute
September 2004Settled
Customer Dispute
February 2004Denied
Other Business ActivitiesSells Insurance
Robert is an independent insurance agent doing business as Schilling Financial, selling fixed, life, and long-term care insurance since 2012. He is also the President of Schilling Financial and an Investment Advisor Representative with Realta Investment Advisors, spending nearly full-time hours providing investment advisory services.
Employment History
Current Registrations
Realta Investment Advisors, INC
April 2020 - Present · 6 yrs 1 mo
Realta Equities, INC.Broker
April 2020 - Present · 6 yrs 1 mo
Previous Registrations
United Planners' Financial Services of America a Limited Partner
March 2012 - May 2020 · 8 yrs 2 mos
United Planners' Financial Services of America a Limited PartnerBroker
March 2012 - May 2020 · 8 yrs 2 mos
Financial Network Investment Corporation
December 2005 - March 2012 · 6 yrs 3 mos
Financial Network Investment CorporationBroker
December 2005 - March 2012 · 6 yrs 3 mos
Blue Vase Securities, LLC
May 2004 - December 2005 · 1 yr 7 mos
Blue Vase Securities, LLCBroker
May 2004 - December 2005 · 1 yr 7 mos
Baker Schilling, INC.
July 2003 - December 2005 · 2 yrs 5 mos
Linsco/private Ledger CORP.
January 2003 - May 2004 · 1 yr 4 mos
Linsco/private Ledger CORP.Broker
December 2002 - May 2004 · 1 yr 5 mos
Morgan Stanley
November 1997 - November 2002 · 5 yrs
Morgan Stanley Dw INC.Broker
June 1997 - November 2002 · 5 yrs 5 mos
State Registrations7 states
CAMDNCPASCTXVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.