RT
CFP
RT
CFP
Robert Trimble
18 Years of Experience
New York City, NY
1 DisclosureBroker
Robert Trimble is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in New York City, NY, with 18 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Fixed/Hourly
Firm Size
8406 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
915 Broadway, Ground Floor, New York City, NY, 10010
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2022Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
February 2025 - Present · 1 yr 8 mos
Charles Schwab & CO., INC.
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2022 - February 2024 · 1 yr 11 mos
Charles Schwab & CO., INC.Broker
January 2022 - February 2024 · 2 yrs 1 mo
TD Ameritrade, INC.Broker
March 2011 - December 2023 · 12 yrs 9 mos
TD Ameritrade Investment Management, LLC
March 2011 - September 2023 · 12 yrs 6 mos
TD Ameritrade, INC.
March 2011 - October 2022 · 11 yrs 7 mos
Chase Investment Services CORP.
May 2008 - March 2011 · 2 yrs 10 mos
Chase Investment Services CORP.Broker
May 2008 - March 2011 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2007 - April 2008 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2007 - April 2008 · 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.
More Advisors
- Nolan Kostulias, CFPCharles Schwab & CO., INC.
- Chad Calaza, CFPCharles Schwab & CO., INC.
- Thomas FranzCharles Schwab & CO., INC.
- Michael MoerlerCharles Schwab & CO., INC.
- Lorianne Rivas, CFPCharles Schwab & CO., INC.
- Joseph PowersCharles Schwab & CO., INC.