Robert Schreiber has been an investment adviser representative at Capital Markets IQ since January 2026, and is not listed among the firm’s executive officers or direct owners.
Capital Markets Iq, LLC is a firm with $571M under management, 884 clients and 20 advisers across 19 offices, as of its July 2026 filing.
Robert Schreiber’s longest registration is the current one, 13 years at Capital Markets IQ since 2013. Before joining Capital Markets IQ in 2026, Robert Schreiber was registered through UBS Financial Services Inc.
- Capital Markets Iq, LLCCurrent– present · 13 yearsMemphis, TN · Adviser representative · Firm CRD 134921
- – · under a yearMemphis, TN · Adviser representative · Firm CRD 134921
- UBS Financial Services Inc.– · 8 yearsMemphis, TN · Adviser representative · Firm CRD 8174
Investment adviser representative registrations
Robert Schreiber is registered as an investment adviser representative in Tennessee, since January 2026.
- TennesseeSince 30 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 April 1996 |
| Series 3 | National Commodity Futures Examination | 1 February 1990 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 April 1986 |
| Series 7 | General Securities Representative Examination | 15 March 1986 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Alan Schreiber
- CRD
- 1467891
- Firm
- Capital Markets IQ · CRD 134921
- Office
- Memphis, TN
- Registration
- Investment adviser registration
- In the industry since
- February 2004
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Schreiber work?
Robert Schreiber is an investment adviser representative registered through Capital Markets Iq, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Robert Schreiber a financial advisor?
Yes. Robert Schreiber has a current investment-adviser registration in Tennessee, through Capital Markets IQ since January 2026.
How many years of experience does Robert Schreiber have?
Robert Schreiber has 22 years in the financial industry, since February 2004, across 2 adviser firms.
What exams has Robert Schreiber passed?
Robert Schreiber has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 65. The earliest, the Series 7, was passed in March 1986.
Where did Robert Schreiber work before Capital Markets IQ?
Before Capital Markets IQ, Robert Schreiber was registered through Longhorn Capital Management, LLC, February 2012 to June 2012; UBS Financial Services Inc., January 2004 to January 2013.
Where is Robert Schreiber based?
Robert Schreiber’s registered office is in Memphis, TN.
Is Robert Schreiber registered with FINRA?
No. Robert Schreiber has no current broker registration.
How can I verify Robert Schreiber’s record?
Search CRD 1467891 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Schreiber’s full registration record.