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 172 of 341
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Dayton Kent LowreyCRD 5971370 · Westlake, TXBroker
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Kevin Arthur LoyCRD 7859129 · Phoenix, AZIA RegisteredBroker
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Michael Thomas LoyCRD 5718061 · Omaha, NEIA RegisteredBroker
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Mei Jung LuCRD 4899493 · Omaha, NEBroker
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Yenlun LuCRD 6934296 · Westlake, TXBroker
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Kate LuangCRD 5985975 · Omaha, NEBroker
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Benjamin LucasCRD 6247092 · San Diego, CAIA RegisteredBroker
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David Allan LucasCRD 4667387 · Westlake, TXIA RegisteredBroker
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Supranee R LucasCRD 3024470 · Phoenix, AZIA RegisteredBroker
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Christian Lynn LucciCRD 3239145 · Westlake, OHIA RegisteredBroker
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Shane Robert LuceroCRD 6646046 · Albuquerque, NMIA RegisteredBroker
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Oscar Daniel LucioCRD 6097094 · Westlake, TXIA RegisteredBroker
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Randall George LuckeCRD 7330268 · Westlake, TXIA RegisteredBroker
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Anthony S LudtkaCRD 6986264 · Phoenix, AZIA RegisteredBroker
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Andrew Michael LudwickCRD 6617035 · Westlake, TXBroker
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Jacob Hunter LudwickCRD 7135725 · Orlando, FLBroker
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Sara Beth LuethCRD 3258030 · Omaha, NEBroker
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Megan Alta LugarCRD 7302472 · Austin, TXBroker
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Hector Manuel LugoCRD 5788593 · Westlake, TXIA RegisteredBroker
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Nathan Elidio LugoCRD 6545475 · Los Angeles, CAIA RegisteredBroker
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Daniel Alan LujanCRD 5322570 · Westlake, TXIA RegisteredBroker
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John Lukes IICRD 4408261 · Austin, TXIA RegisteredBroker
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Kenya Abigail LumbiCRD 7056485 · Coral Gables, FLIA RegisteredBroker
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Dennis Allen LummCRD 6151495 · Phoenix, AZIA RegisteredBroker
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Mark Anthony LundellCRD 6848166 · Omaha, NEBroker
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Benjamin Jay LundquistCRD 5284490 · Sunnyvale, CAIA RegisteredBroker
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Brett LungarettiCRD 2988103 · Scottsdale, AZIA RegisteredBroker
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Garrett Michael LuproCRD 6457878 · Phoenix, AZIA RegisteredBrokerDisclosure event(s) on record
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Gretchen Elisabeth LusbyCRD 4584512 · Orlando, FLBrokerRegistration inactive
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Maxwell Forbes LushCRD 7135839 · Chicago, ILIA RegisteredBroker
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Chad Michael LussierCRD 7295436 · Westlake, TXBroker
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Brandon H LustgartenCRD 6904486 · Lone Tree, COIA RegisteredBrokerDisclosure event(s) on record
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Satyanand LutchmidatCRD 2108622 · Orlando, FLIA RegisteredBrokerDisclosure event(s) on record
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Lisa Michelle LyCRD 4534706 · St Louis, MOBroker
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Matt R LybargerCRD 6175415 · Indianapolis, INIA RegisteredBroker
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Elizabeth Nicole LynamCRD 6848252 · Indianapolis, INBroker
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Adam James LynchCRD 4515009 · Boston, MABroker
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John Patrick LynchCRD 5166789 · Westlake, TXIA RegisteredBroker
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Bree Danielle LynnCRD 3254079 · Omaha, NEBroker
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Kaela Myrelle LynnCRD 6848216 · Westlake, TXBroker
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Kyle J LynnCRD 6830374 · Omaha, NEBroker
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Maximilian Thomas LyonCRD 6255672 · Omaha, NEBrokerDisclosure event(s) on record
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Alexa B LyonsCRD 7006175 · Phoenix, AZBroker
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Brock Solomon LyonsCRD 7276186 · Lone Tree, COIA RegisteredBroker
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Jason Godfrey LytleCRD 3028260 · Westlake, TXIA RegisteredBroker
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Tyler LyttonCRD 6393856 · Westlake, TXBroker
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Christopher John LabarCRD 7446628 · Orlando, FLIA RegisteredBroker
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Cassen Troy LabountyCRD 2843162 · Phoenix, AZIA RegisteredBroker
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Nicholas Robert LacroixCRD 7141763 · Westlake, TXIA RegisteredBroker
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Nan Margaret LafreniereCRD 5864736 · Orlando, FLBroker
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 28, 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.