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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)16 years in industry

Robert Wright

Advisor at SCHWAB WEALTH ADVISORY, INC.

Atlanta, GA

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Search this name across graphsid dfx:ria:c4d2733d-05b3-989b-051e-77ef571d6617

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Aug 6, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SCHWAB WEALTH ADVISORY, INC.
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 6, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Feb 17, 2017
First registration: Aug 6, 2010
Dual registered: yes, broker-dealer
Other names: ROBERT LAMONT WRIGHT
IAPD individual key: 6400469

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SCHWAB WEALTH ADVISORY, INC.	No RAUM reported	Aug 20, 2025	n/a	yes	Atlanta, GA	Current employment
ADVOCACY WEALTH MANAGEMENT, LLC	Independent wealth	Feb 1, 2022	Jun 9, 2025	no	ATLANTA, GA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Feb 7, 2020	Jan 27, 2022	no	ARLINGTON, VA\|Alpharetta, GA\|Alpharetta, GA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Mar 1, 2017	Jul 13, 2018	no	SALT LAKE CITY, UT	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Aug 6, 2010	Feb 24, 2020	no	BOSTON, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADVOCACY WEALTH MANAGEMENT, LLC	SCHWAB WEALTH ADVISORY, INC.	Jun 9, 2025	Aug 20, 2025	72	Firm change	Other
E*TRADE CAPITAL MANAGEMENT, LLC	ADVOCACY WEALTH MANAGEMENT, LLC	Jan 27, 2022	Feb 1, 2022	5	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Feb 24, 2020	Mar 1, 2017	-1,090	Channel change	Ibd to ibd
STRATEGIC ADVISERS LLC	E*TRADE CAPITAL MANAGEMENT, LLC	Jul 13, 2018	Feb 7, 2020	574	Firm change after gap	Ibd to RIA

Relationships

Registered with (5)

→ SCHWAB WEALTH ADVISORY, INC.Registered adviserregistration: current employment
Aug 20, 2025 to presentfactForm ADV
→ ADVOCACY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 1, 2022 to Jun 9, 2025factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 7, 2020 to Jan 27, 2022factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Aug 6, 2010 to Feb 24, 2020factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Mar 1, 2017 to Jul 13, 2018factForm ADV

Dated events

Occurred
Jun 9, 2025
Advisor changed firm
Robert Wright left Advocacy Wealth Management, Llc for Schwab Wealth Advisory, Inc. (registered 2025-08-20)
Form ADVobserved 6 days ago
Occurred
Jan 27, 2022
Advisor changed firm
Robert Wright left E*Trade Capital Management, Llc for Advocacy Wealth Management, Llc (registered 2022-02-01)
Form ADVobserved 6 days ago