CFP
CFP
Robert S Choy
24 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
2463 advisors
Number of Clients
228,442 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$342.1B
Fee Structure
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Contact
Robert S Choy
Location
3945 Freedom Cir, Suite 450, Santa Clara, CA, 95054
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Robert W. Baird & CO. Incorporated
August 2025 - Present · 6 mos
Previous Registrations
Edelman Financial Engines
November 2018 - September 2025 · 6 yrs 10 mos
Edelman Financial Services, LLC
August 2016 - November 2018 · 2 yrs 3 mos
Ef Legacy Securities, LLCBroker
August 2016 - October 2018 · 2 yrs 2 mos
Strategic Advisers, INC.
August 2007 - August 2016 · 9 yrs
Fidelity Brokerage Services LLCBroker
June 2007 - July 2016 · 9 yrs 1 mo
Citigroup Global Markets INC.
February 2005 - May 2007 · 2 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2005 - May 2007 · 2 yrs 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
March 2001 - February 2005 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - February 2005 · 4 yrs 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Contact
Robert S Choy