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 16 of 341
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Christopher Ryan BatesCRD 5980758 · Westlake, TXBroker
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Navreet K BathCRD 6810331 · Phoenix, AZIA RegisteredBroker
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Linett Adriana BatisteCRD 7021032 · Lone Tree, COIA RegisteredBrokerDisclosure event(s) on record
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Matthew BattaCRD 7319038 · Boston, MAIA RegisteredBroker
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Dino BattagliaCRD 2325938 · Plymouth Meeting, PAIA Registered
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Phillip BattleCRD 7009719 · Atlanta, GAIA RegisteredBroker
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Semih BatumCRD 4078626 · Orlando, FLIA RegisteredBroker
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Heath Christopher BatzCRD 2527458 · Lone Tree, COBroker
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Eric William BauerCRD 6971617 · Orlando, FLIA RegisteredBroker
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Wesley Lyle BauerCRD 6530731 · Eugene, ORIA RegisteredBroker
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William Eric BauerCRD 2104918 · New York City, NYIA RegisteredBroker
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Oscar Romeo S BaumCRD 7211792 · Westlake, TXIA RegisteredBroker
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Michael Thomas BaumeisterCRD 2119832 · Naples, FLIA RegisteredBroker
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Lukas David BaumgartnerCRD 5994180 · Indianapolis, INIA RegisteredBroker
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Shelly Renay BaumgartnerCRD 4663285 · Austin, TXIA RegisteredBroker
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Kevin BaumhartCRD 6454178 · Westlake, TXIA RegisteredBroker
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James Francis BaurichterCRD 4761694 · Westlake, TXIA RegisteredBroker
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Daniel Keith BausCRD 4908673 · Phoenix, AZIA RegisteredBroker
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Christian Alexander BautistaCRD 6442230 · Garden City, NYIA RegisteredBroker
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Jeovanni BautistaCRD 6658874 · Westlake, TXIA RegisteredBroker
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Mariel Navarro BautistaCRD 6391031 · Lone Tree, COBroker
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Rolando Ruiz BautistaCRD 3169342 · Phoenix, AZIA RegisteredBroker
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Kelly Joann BavarescoCRD 4327617 · Omaha, NEBroker
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L C Adrian BaxterCRD 6117112 · Phoenix, AZBroker
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Wendy Lynn BaylisCRD 6902706 · Westlake, TXIA RegisteredBroker
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Eric Gerard BaytalaCRD 5605296 · Chicago, ILIA RegisteredBroker
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Fallon Leshay BeachamCRD 5981667 · Orlando, FLIA RegisteredBrokerDisclosure event(s) on record
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Kara Marie BeamCRD 2905767 · Lone Tree, COBroker
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Shawn Patrick BeanCRD 2839584 · Woodland Hills, CAIA RegisteredBroker
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Jessica Marie BeardCRD 6540752 · Westlake, TXBroker
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Lisanne Penell BeardCRD 4305903 · Lone Tree, COIA RegisteredBroker
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David Todd BeasleyCRD 2354471 · Lone Tree, COBrokerDisclosure event(s) on record
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Deborah Marie BeasleyCRD 2863067 · St Louis, MOIA RegisteredBroker
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Debra Denise BeasleyCRD 4544080 · Lone Tree, COBroker
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William Scott BeasleyCRD 6413947 · Leesburg, VAIA RegisteredBrokerDisclosure event(s) on record
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Deanna Pauline BeatriceCRD 7295396 · Austin, TXIA RegisteredBroker
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Brandon Lee BeauchampCRD 3203473 · Hingham, MAIA RegisteredBroker
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Clayton Michael BeauchampCRD 6858269 · Westlake, TXBroker
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James Joseph BeaudreauCRD 7184371 · Lone Tree, COBroker
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Christopher Mark BeaudryCRD 4575794 · Savannah, GAIA RegisteredBroker
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Matthew Samuel BeauregardCRD 5886810 · Lone Tree, COIA RegisteredBroker
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Paul J BeblaviCRD 6794569 · Lone Tree, COIA RegisteredBroker
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Eric Stephen BechtoldCRD 5127597 · Phoenix, AZBroker
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Nadi BeciriCRD 7157840 · Paramus, NJIA RegisteredBroker
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Alex BeckCRD 5818270 · Phoenix, AZIA RegisteredBroker
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Ami Lajuana BeckCRD 5066536 · Lone Tree, COIA RegisteredBroker
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Craig Wesley BeckCRD 5388243 · Omaha, NEBroker
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Danielle Lee BeckCRD 3228162 · Lone Tree, COBroker
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Drake S BeckCRD 6068254 · Los Angeles, CAIA RegisteredBrokerDisclosure event(s) on record
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Jeffrey BeckCRD 6126919 · 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 ↗
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Data compiled Aug 21, 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.