Charles Schwab & Co., Inc.
RIA
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 143 of 341
-
Timothy Alan IveyCRD 4132543 · Orlando, FLBrokerRegistration inactive
-
Goh IwataCRD 6973122 · Westlake, TXIA RegisteredBrokerDisclosure event(s) on record
-
Malinda Marie IwersenCRD 2979096 · Omaha, NEBroker
-
Luis Felipe Ibarra JimenezCRD 7301984 · Lone Tree, COBrokerDisclosure event(s) on record
-
Muttalib Jamiel IbrahimCRD 5643072 · Westlake, TXIA RegisteredBroker
-
Jorge Alberto IglesiasCRD 7008345 · Westlake, TXBroker
-
Ugwumsinachi Constan IhearahuCRD 6933789 · Annapolis, MDIA RegisteredBroker
-
Jack Lee IkelsCRD 7904895 · Lone Tree, COBroker
-
Cody Dwayne IknerCRD 8223252 · Austin, TXBroker
-
Jack Ray IlerCRD 7380917 · San Diego, CAIA RegisteredBroker
-
George IlievskiCRD 7906446 · Phoenix, AZBroker
-
Clarissa Illarionova MadridCRD 7694205 · Phoenix, AZBroker
-
Vincent IlluzziCRD 7829582 · Palm Beach Gardens, FLIA RegisteredBroker
-
Ji Young ImCRD 7200855 · Lone Tree, COBroker
-
Courtney Michiko ImaCRD 7970077 · Newport Beach, CAIA RegisteredBroker
-
Eric ImhofCRD 6686070 · Marlton, NJIA RegisteredBroker
-
Colby Jon ImmekerCRD 8113798 · Omaha, NEBroker
-
Matthew K IndgeCRD 7542080 · Lone Tree, COIA RegisteredBroker
-
Simon J IndgeCRD 6500618 · Lone Tree, COBroker
-
Brendan IngramCRD 6898929 · Austin, TXIA RegisteredBroker
-
Brian John IngramCRD 7049859 · Westlake, TXBroker
-
Jackson K IngramCRD 6805807 · Omaha, NEBroker
-
Kyle IngramCRD 7738209 · Phoenix, AZIA RegisteredBroker
-
Michael Robert IngramCRD 7497897 · Westlake, TXBroker
-
James Eric InmanCRD 4012818 · Westlake, TXIA RegisteredBroker
-
Jennifer InsingerCRD 7681134 · Omaha, NEBroker
-
Taylor Ferguson IrelandCRD 7637883 · Westlake, TXBroker
-
Christopher Dwayne IronsCRD 7534634 · Westlake, TXBroker
-
Cameron Hale IrwinCRD 7365077 · Omaha, NEIA RegisteredBrokerDisclosure event(s) on record
-
Rachel Anne IrwinCRD 7993479 · Birmingham, MIIA RegisteredBroker
-
Rebecca E IrwinCRD 5519473 · Lone Tree, COBroker
-
Cameron IsaacsCRD 7892178 · Indianapolis, INIA RegisteredBroker
-
Samantha Elizabeth IsherwoodCRD 7534591 · Phoenix, AZIA RegisteredBroker
-
Suzanne L IsraelCRD 3024474 · Lone Tree, COBroker
-
Albion IsufajCRD 7439110 · St Louis, MOBroker
-
Daniel IsvoranuCRD 6135016 · Phoenix, AZBroker
-
Michael James IvenCRD 7464356 · Westlake, TXBroker
-
Kari A IvoryCRD 7038120 · Westlake, TXBroker
-
Srirangan IyerCRD 7913533 · Lone Tree, COIA RegisteredBroker
-
Gerardo IzaguirreCRD 6857027 · Omaha, NEBroker
-
Melinda JackCRD 6986270 · Westlake, TXBroker
-
Austin Montgomery JackmanCRD 6741271 · Phoenix, AZIA RegisteredBroker
-
Anthony O Neal JacksonCRD 5236549 · Indianapolis, INBroker
-
Carolina Maria JacksonCRD 6755032 · Westlake, TXBroker
-
Christopher JacksonCRD 6538634 · Westlake, TXBroker
-
Clayton Andrew JacksonCRD 6921680 · Lone Tree, COBroker
-
Daniel JacksonCRD 6790539 · Westlake, TXIA RegisteredBroker
-
Emily Elizabeth JacksonCRD 5933301 · Westlake, TXBroker
-
Jamie Ann JacksonCRD 6426505 · Phoenix, AZIA RegisteredBroker
-
Kraig Antonio JacksonCRD 5526484 · Westlake, TXIA 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.
SEC IAPD record for firm CRD 5393 ↗
FINRA BrokerCheck record for firm CRD 5393 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 27, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.