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 152 of 341
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Matthew Dylan JuhlCRD 6304882 · Omaha, NEBroker
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Georgina JuiCRD 721079 · Westlake, TXIA RegisteredBroker
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Melodye Wing Hay JungCRD 7657801 · San Francisco, CAIA RegisteredBroker
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Mark Edward KadlecCRD 1178686 · Phoenix, AZBroker
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Matthew Shigeo KadomatsuCRD 5572342 · Lone Tree, COBroker
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Indira KafadarevicCRD 5073373 · Phoenix, AZBroker
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Richard Theodore KahanCRD 4409827 · San Francisco, CAIA RegisteredBroker
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Loren Mathew KahleCRD 2682251 · Orlando, FLBroker
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Nancy K KahlerCRD 5118534 · Westlake, TXBrokerDisclosure event(s) on record
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Andrew James KahlingCRD 5671508 · Chicago, ILBroker
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Barry KaimanCRD 4155421 · San Francisco, CAIA RegisteredBroker
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Alexandra Vail KaiserCRD 6971036 · Lone Tree, COIA RegisteredBroker
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Daniel Christopher KalffCRD 4856021 · Phoenix, AZIA RegisteredBroker
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Corbin Michael KalinowskiCRD 6857023 · Lone Tree, COBroker
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Robert Steven KalinowskiCRD 5969165 · Lone Tree, COBroker
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Joseph Kevin KalishCRD 2938730 · Lone Tree, COBroker
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Charles Edward KallgrenCRD 3126734 · Walnut Creek, CAIA RegisteredBrokerDisclosure event(s) on record
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Cody Marshall KaltoftCRD 4905063 · Omaha, NEBroker
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Ling KamCRD 4713611 · Westlake, TXBroker
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Adonmei KameiCRD 6840049 · Phoenix, AZBroker
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Andrew David KamenskyCRD 4817662 · Boston, MAIA RegisteredBroker
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Douglas Owen KaminskiCRD 2980278 · Walnut Creek, CAIA RegisteredBroker
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Mitchell Lee KampmanCRD 5994204 · Phoenix, AZBroker
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Richard A KaneCRD 3247205 · Indianapolis, INIA RegisteredBroker
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Catherine KangCRD 7650513 · Westlake, TXBroker
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Mark Aaron KangasCRD 3178011 · Wayzata, MNIA RegisteredBroker
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John Henry KanouseCRD 4909313 · Red Bank, NJIA RegisteredBrokerDisclosure event(s) on record
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Joshua Michael KanoyCRD 6798089 · Omaha, NEIA RegisteredBroker
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Allison Marie KantnerCRD 6223928 · Lone Tree, COIA RegisteredBroker
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Tonnistha KanungoCRD 7698999 · Westlake, TXBroker
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Virendra Vijay KanyalCRD 4739290 · Los Altos, CAIA RegisteredBroker
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Ryan David KaplanCRD 3277128 · Bellevue, WAIA RegisteredBroker
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Jarrod Ryan KappasCRD 5967113 · Phoenix, AZBroker
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Vijay KapurCRD 2526282 · Scottsdale, AZIA RegisteredBroker
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Amir KaradzicCRD 7301410 · St Louis, MOBroker
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Mark Alan KarasekCRD 4172341 · Omaha, NEBrokerDisclosure event(s) on record
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Nikoloas George KaravasilisCRD 6261503 · Lone Tree, COBroker
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Bradford M KarcherCRD 6830138 · Indianapolis, INIA RegisteredBroker
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Anthony Michael KarhoffCRD 5409506 · Omaha, NEBroker
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Jaime Elizabeth KarpinskiCRD 4209391 · Austin, TXBroker
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Richard Yancy KarsCRD 2091108 · Edina, MNIA RegisteredBroker
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Henry Peter KarstensCRD 6835543 · Omaha, NEBroker
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Alexandra Jane KascsakCRD 7430166 · Lone Tree, COBroker
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Fayazali Shirazali KassamCRD 6571864 · Sandy Springs, GAIA RegisteredBroker
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Matthew Evans KatholCRD 6243090 · Omaha, NEBroker
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Akihiro Derek KatoCRD 6547285 · Phoenix, AZIA RegisteredBroker
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Michael James KattCRD 5250792 · Omaha, NEBroker
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David Klee KatzCRD 6076421 · Millburn, NJIA RegisteredBroker
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Kelly Hughes KaufmanCRD 4818016 · Indianapolis, INIA RegisteredBroker
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Kristopher Allan KaufmannCRD 5255829 · Omaha, NEBroker
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 ↗
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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.