Robert Wright
Robert Wright is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Atlanta, GA, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
3424 Peachtree Road NE, Suite 1750, Atlanta, GA, 30326
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an agent at Forge Consulting LLC, an insurance agency and parent company of Advocacy Wealth Management, since January 2022. He spends a few hours per week servicing and placing insurance products.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Advocacy Wealth Management, LLC
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Personal and Workplace Advisors
State Registrations16 states
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.