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Who is Schwab Institutional, Inc. and what is their relationship to Robasciotti & Associates, Inc.?

April 26, 2017Associates institutional relationship robasciotti Schwab

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Who is Schwab Institutional, Inc. and what is their relationship to Robasciotti & Associates, Inc.?

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Schwab Institutional is a division of Charles Schwab & Co., Inc. (“Schwab”) and neither employs our Financial Planners nor is it affiliated with Robasciotti & Associates, Inc. Schwab Institutional was chosen by our planners to serve as the “clearing” firm where client’s brokerage accounts are held. Schwab Institutional is a member of the New York Stock Exchange (NYSE) and the Securities Investor Protection Corporation (SIPC).