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Robert Patrick Dilaura

Robert P. Dilaura

SCHWAB WEALTH ADVISORY
Lone Tree, CO 80124
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CRD#: 6055848
Robert Patrick Dilaura

Professional summary

Robert Patrick Dilaura, CFP® is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Lone Tree, Colorado and CHARLES SCHWAB & CO., INC. located in Lone Tree, Colorado.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Robert has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) Case Western Reserve University | Investment Related:No|10900 Euclid Avenue|Cleveland|OH|44106|USA|Education|Adjunct Faculty|9/15/2007|Less than 20|0|Affiliate of the CWRU medical school, Center for Clinical Investigation, based on prior involvement with Case and Cleveland Clinic grants from the NIH., 2) First Step Firearms, LLC | Investment Related:No|Sports/Physical Recreation|Owner, instructor|9/15/2025|Less than 20|0|No financial or investment responsibility. Firearm safety instruction.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Patrick Dilaura's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

January 3, 2023 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 9800 Schwab Way, Lone Tree, CO 80124
RIA
CRD#: 159035
Lone Tree, CO
Current

October 22, 2014 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 9800 Schwab Way, Lone Tree, CO 80124
RIA
BD
CRD#: 5393
Lone Tree, CO
Past

February 28, 2017 - January 3, 2023

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ENGLEWOOD, CO
Past

January 9, 2017 - February 28, 2017

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
Lone Tree, CO
Past

October 17, 2014 - January 9, 2017

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ENGLEWOOD, CO
Past

November 4, 2013 - February 26, 2014

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
DENVER, CO
Past

November 4, 2013 - February 26, 2014

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
DENVER, CO
Past

July 10, 2012 - August 9, 2013

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
COLORADO SPRINGS, CO
Past

June 4, 2012 - August 9, 2013

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
COLORADO SPRINGS, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/2/2025)
RR
Colorado
(10/22/2014)
IAR
Colorado
(1/3/2023)
RR
Ohio
(1/2/2025)
RR
Texas
(1/21/2017)
IAR
Texas
(1/2/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/2/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/29/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/1/2012
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/21/2018
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/20/2018
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

SW
SCHWAB WEALTH ADVISORY, INC.
SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA
Registered Investment Advisory firm - (12/9/2011 Approved)
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Contact information

Main Address
211 Main Street, San Francisco, CA 94105-1901
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (9/23/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035Lone Tree, CO 80124

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