Charles Schwab & Co., Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

5393

SEC number

801-29938

Firm type

RIA

Assets under management

Not yet retrieved from the source record

Website

www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗

Phone

415-667-7000

Address

425 Market Street, San Francisco, CA, 94105

Advisors at this firm

17,048 in our index · page 117 of 341

• Vanessa Brooke Goyer GrimesCRD 7533994 · Austin, TX
  Broker
• Kathryn GrabillCRD 7311099 · Phoenix, AZ
  Broker
  Disclosure event(s) on record
• Cameron Clark GrableCRD 7014087 · Chicago, IL
  IA RegisteredBroker
• Mcrae GraceCRD 7846703 · San Ramon, CA
  IA RegisteredBroker
• Taylor Harrison GradyCRD 6821347 · St Louis, MO
  Broker
• Jason GrahamCRD 6939408 · Westlake, TX
  Broker
• Eric T GrandeCRD 5090243 · Phoenix, AZ
  Broker
• Ryan Joseph GrandeCRD 8058438 · Southampton, NY
  IA RegisteredBroker
• Joel GrantCRD 7556631 · Orlando, FL
  IA RegisteredBroker
• Rebecca L GrantCRD 4312257 · Lone Tree, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Finnigan GrantCRD 7467225 · Houston, TX
  IA RegisteredBroker
• Matthew Dean GrapperCRD 8192908 · Orlando, FL
  Broker
• Jacob GratiasCRD 7970804 · Austin, TX
  Broker
• Jason GratiasCRD 7673261 · Lone Tree, CO
  Broker
• Brock GraussCRD 8120834 · Westlake, TX
  Broker
• James GravesCRD 4245111 · Dawsonville, GA
  IA RegisteredBroker
• Corey Wayne GravingCRD 4390282 · Phoenix, AZ
  IA RegisteredBroker
• Joshua GravoisCRD 7736657 · Tallahassee, FL
  IA RegisteredBroker
• Adam Richard GrayCRD 7434297 · Lone Tree, CO
  IA RegisteredBroker
• Connor Benjamin GrayCRD 7414849 · Westlake, TX
  Broker
• Curtis J GrayCRD 5225519 · Cottonwood Heights, UT
  IA RegisteredBroker
• Dalton J T GrayCRD 7299026 · Omaha, NE
  IA RegisteredBroker
• Eugenia Granger GrayCRD 6277805 · Westlake, TX
  Broker
• Jenny GrayCRD 5301420 · Westlake, TX
  IA RegisteredBroker
• Jocelyn Xiomara GrayCRD 7377910 · Mission Viejo, CA
  IA RegisteredBroker
• Kaitlyn Lane GrayCRD 7712011 · Westlake, TX
  Broker
• Kimberly Marie GrayCRD 5438853 · Plantation, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Luke GrayCRD 7503997 · Nashville, TN
  IA RegisteredBroker
• Samantha Renea GrayCRD 6468963 · Westlake, TX
  Broker
• Ting Wu GrayCRD 7982672 · Orlando, FL
  Broker
• Shanna Therese GrechCRD 6296644 · Phoenix, AZ
  IA RegisteredBroker
• Clayton GreenCRD 7997378 · Orlando, FL
  Broker
• Duane Allen GreenCRD 7935359 · Austin, TX
  Broker
• Heather Marie GreenCRD 7326841 · Austin, TX
  Broker
• John Steven GreenCRD 7465227 · Westlake, TX
  Broker
  Disclosure event(s) on record
• Kevin GreenCRD 6795413 · Lone Tree, CO
  Broker
• Zachary Austin GreenCRD 7737758 · Phoenix, AZ
  IA RegisteredBroker
• Christopher Thomas GreeneCRD 8155118 · Woodbury, MN
  IA RegisteredBroker
• Shaun GreeneCRD 7280173 · Omaha, NE
  Broker
  Disclosure event(s) on record
• Carlene GreenfieldCRD 5495892 · Lone Tree, CO
  Broker
• Reid GreenspanCRD 5584974 · Phoenix, AZ
  IA RegisteredBroker
• Alex Louis GreensponCRD 5297222 · Pittsford, NY
  IA RegisteredBroker
• Hadley Herman GreerCRD 3074847 · Phoenix, AZ
  Broker
• Jeff GreerCRD 8179680 · Denver, CO
  IA RegisteredBroker
• Jordan Gage GreerCRD 7423227 · Westlake, TX
  IA RegisteredBroker
• Stephanie Tara GreesonCRD 5638642 · Fort Lauderdale, FL
  IA RegisteredBroker
• Andrew Nelson GreggCRD 7294569 · Lone Tree, CO
  Broker
• Marshall Allen GreggCRD 7959494 · Lone Tree, CO
  Broker
• Sabrina Marie GreggCRD 8070171 · Phoenix, AZ
  Broker
• Stacy Lynn GregoryCRD 6501140 · Phoenix, AZ
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 26, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.