Robert Malzberg is an investment adviser representative (IAR) with state registration records since 2021, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-07-26 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2024-10-23 | 2025-06-19 | — |
| VANGUARD ADVISERS, INC. | 2022-04-08 | 2024-10-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2021-11-10 | 2022-03-09 | — |