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 171 of 341

• Todd Lewis LloydCRD 5648627 · Orange Village, OH
  IA RegisteredBroker
• Travis LloydCRD 6337720 · Clayton, MO
  IA RegisteredBroker
• Ming Xi LoCRD 3277420 · San Ramon, CA
  IA RegisteredBroker
• Stephen John LoCRD 2928196 · Bethesda, MD
  IA RegisteredBroker
• Matthew David LoarCRD 7240206 · Lone Tree, CO
  Broker
• James Andrew LobatoCRD 5162116 · Lone Tree, CO
  IA RegisteredBroker
• Gregory LockerCRD 2978241 · Westlake, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Matthew LodatoCRD 6372750 · Paramus, NJ
  IA RegisteredBroker
• Caleb Nicholas LodgeCRD 6400380 · Newport Beach, CA
  IA RegisteredBroker
• Timothy W LoefflerCRD 6275361 · Phoenix, AZ
  IA RegisteredBroker
• Sharon Kelly LoeroCRD 2951858 · Phoenix, AZ
  IA RegisteredBroker
• Alexa Marie LogazinoCRD 6581897 · Phoenix, AZ
  Broker
• Helen H LohCRD 4809577 · San Mateo, CA
  Broker
• Jason LohbeckCRD 5784178 · St Louis, MO
  IA RegisteredBroker
• John LombardiCRD 2739162 · New York City, NY
  IA RegisteredBroker
• Bret Paul LonderCRD 5753678 · Lone Tree, CO
  Broker
• Dawnn M LoneCRD 1657067 · Lone Tree, CO
  IA RegisteredBroker
• Robert Scott LoneyCRD 4279149 · Bethesda, MD
  IA RegisteredBroker
• Gregory Tod LongCRD 5967129 · Phoenix, AZ
  IA RegisteredBroker
• Jonathan A LongmireCRD 6857106 · Phoenix, AZ
  Broker
• Scott Alden LookCRD 6626113 · Orlando, FL
  IA RegisteredBroker
• Mark Daniel LoosCRD 5886790 · Lone Tree, CO
  Broker
• Anthony Troy LopezCRD 5329123 · El Paso, TX
  Broker
• Artemio R LopezCRD 6888095 · Phoenix, AZ
  IA RegisteredBroker
• Dominic LopezCRD 2688403 · Kansas City, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Eddie Mitchelle LopezCRD 6682789 · Westlake, TX
  Broker
• Horacio LopezCRD 6582251 · Encino, CA
  IA RegisteredBroker
• Javier Elias LopezCRD 5571984 · Jersey City, NJ
  IA RegisteredBroker
• Jonathan David LopezCRD 6161470 · Jersey City, NJ
  IA RegisteredBroker
• Joseph Andrew LopezCRD 6010071 · Austin, TX
  IA RegisteredBroker
• Juan Manuel LopezCRD 6126032 · Orlando, FL
  Broker
• Martin LopezCRD 4017397 · Sunnyvale, CA
  IA RegisteredBroker
• Ross Monroe LopezCRD 6925788 · Westlake, TX
  Broker
• Sebert LopezCRD 1880352 · Chicago, IL
  Broker
• Selina M LopezCRD 5208045 · Lone Tree, CO
  Broker
• Yessica Leticia LopezCRD 6560654 · Orlando, FL
  Broker
• Amanda Ann LorchCRD 5614135 · Atlanta, GA
  IA RegisteredBroker
• Jeremy Marvin LordCRD 4291662 · Westlake, TX
  Broker
• Lucie Roxanne Gabriel LortzCRD 6959187 · Carmel, IN
  IA RegisteredBroker
• Travis Jeremy LoseeCRD 5444803 · Lone Tree, CO
  IA RegisteredBroker
• Nathan James LosekeCRD 6889798 · St Louis, MO
  IA RegisteredBroker
• Weili LouCRD 6778185 · Westlake, TX
  Broker
• Trent A LoucksCRD 4479579 · Henderson, NV
  IA RegisteredBroker
• Daniel N LoudonCRD 6702004 · Westlake, TX
  Broker
• Melinda Marie LouieCRD 2558294 · Chicago, IL
  IA RegisteredBroker
• Tania Lee LounsburyCRD 6320184 · Omaha, NE
  IA RegisteredBroker
• James Robert LouryCRD 2682334 · Lone Tree, CO
  Broker
• Brian LovitCRD 2460777 · Jersey City, NJ
  IA RegisteredBroker
• Andrew Michael LoweCRD 6830363 · Omaha, NE
  Broker
• James Jeffrey LoweCRD 2996273 · Indianapolis, IN
  Broker

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.