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 169 of 341

• Albert Yoonjai LeeCRD 4072116 · San Francisco, CA
  IA Registered
• Chanyoung LeeCRD 7947346 · Atlanta, GA
  IA RegisteredBroker
• Chiung Chi LeeCRD 5456274 · St Louis, MO
  Broker
• Cindy LeeCRD 1588164 · Savannah, GA
  IA RegisteredBroker
• Colin Kwoklun LeeCRD 4110512 · Westlake, TX
  Broker
• Heather Rachelle LeeCRD 7304133 · Lone Tree, CO
  Broker
  Disclosure event(s) on record
• Hyuk LeeCRD 4004962 · Bethesda, MD
  IA RegisteredBroker
• Jarrod Michael LeeCRD 6401581 · Westlake, TX
  IA RegisteredBroker
• Jonathan Seung Chan LeeCRD 7317644 · Indianapolis, IN
  Broker
• Joseph Soonshin LeeCRD 7302826 · Westlake, TX
  IA RegisteredBroker
• Lauryn Jena LeeCRD 6904800 · Lone Tree, CO
  Broker
• Luke Jungwook LeeCRD 1666609 · San Ramon, CA
  IA RegisteredBroker
• Quan Wei LeeCRD 2959357 · Brea, CA
  IA RegisteredBroker
• Suki None LeeCRD 2248363 · Sunnyvale, CA
  IA RegisteredBroker
• Yu-Hsuan LeeCRD 6893452 · Westlake, TX
  IA RegisteredBroker
• Jacob Daniel LeenertsCRD 7341959 · Phoenix, AZ
  IA RegisteredBroker
• William Gordon LeeseCRD 1065777 · Westlake, TX
  Broker
• Matthew Ryan LefkovitsCRD 7265540 · Westlake, TX
  IA RegisteredBroker
• Michael H LegetteCRD 2499864 · Cary, NC
  IA RegisteredBroker
• Timothy Harold LeggettCRD 5245251 · Lone Tree, CO
  IA RegisteredBroker
• Jason Edward LehotayCRD 4262248 · Omaha, NE
  Broker
• Shane Forrey LeibyCRD 2812141 · Orlando, FL
  Broker
• Christopher Steven LeineweberCRD 6741256 · Phoenix, AZ
  IA RegisteredBroker
• Kathryn E LeischerCRD 4698879 · Phoenix, AZ
  Broker
• Stuart Murray LeiterCRD 5135978 · Phoenix, AZ
  Broker
• Nicholas Scott LelanskyCRD 5237662 · Phoenix, AZ
  Broker
• Jack Thomas Boyd LemkeCRD 6188634 · Omaha, NE
  IA RegisteredBroker
• Stephanie Lee LemmaCRD 4729059 · Chicago, IL
  IA RegisteredBroker
• Summer Mckenzie LemmonCRD 5122716 · Folsom, CA
  IA RegisteredBroker
• Lisa Marie LemoineCRD 6898126 · Westlake, TX
  Broker
• Arely Leon MejiaCRD 7098472 · Campbell, CA
  IA RegisteredBroker
• Mark Ryan LeonardCRD 6185199 · Westlake, TX
  IA RegisteredBroker
• Christopher Benedict LeottaCRD 6126915 · Westlake, TX
  IA RegisteredBroker
• Isabela Cristina LeporeCRD 7330255 · Westlake, TX
  Broker
• Tiffany Burrows LeroyCRD 5388891 · Westlake, TX
  IA RegisteredBroker
• Nicholas P LertolaCRD 6551063 · Indianapolis, IN
  IA RegisteredBroker
• Jason Edward LeskoCRD 2686630 · Orlando, FL
  IA RegisteredBroker
• Cody Allen LeslieCRD 6446046 · Lone Tree, CO
  Broker
• Ana Cristina LesmezCRD 7308677 · Westlake, TX
  Broker
• Marcus Walker LespronCRD 6113484 · Phoenix, AZ
  IA RegisteredBroker
• James Mathew LetcherCRD 5475533 · Omaha, NE
  Broker
• Lenny Garnett LetcherCRD 5688707 · Phoenix, AZ
  IA RegisteredBroker
• Charles David LetourneauCRD 5617519 · Phoenix, AZ
  Broker
• Michael William LeupoldCRD 6333514 · Colorado Springs, CO
  IA RegisteredBroker
• Alicia Maria LeuvenCRD 2922489 · Orlando, FL
  Broker
• Brandon LevCRD 7364440 · Peoria, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel John LeverenzCRD 6578093 · Chicago, IL
  BrokerRegistration inactive
• Alexander John LevickiCRD 5337466 · Lone Tree, CO
  IA RegisteredBroker
• Chloe Lise LevyCRD 7138815 · Westlake, TX
  IA RegisteredBroker
• Michael Kevin LewallenCRD 2120536 · Lone Tree, CO
  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 28, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.