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 176 of 341

• Austin Samuel LeathCRD 7367483 · Lone Tree, CO
  Broker
• Robert Michael LeavittCRD 7080310 · Chicago, IL
  Broker
• Brian Malcolm LebowitzCRD 7505247 · Indianapolis, IN
  IA RegisteredBroker
• Lacy G LebronCRD 5405539 · Omaha, NE
  Broker
• Stephen LeddyCRD 4885922 · Westlake, TX
  Broker
• Adrian LeeCRD 7915318 · Los Altos, CA
  IA RegisteredBroker
• Alexander LeeCRD 8040475 · Westlake, TX
  IA RegisteredBroker
• Allen Chuckman LeeCRD 5070279 · San Francisco, CA
  IA RegisteredBroker
• Brandon Michael LeeCRD 6794491 · Lone Tree, CO
  Broker
• Bridget Renee LeeCRD 5823271 · Brookfield, WI
  IA RegisteredBroker
• Christine J LeeCRD 2996162 · Pasadena, CA
  IA RegisteredBroker
• Dan Hyong Kyu LeeCRD 7328365 · Orlando, FL
  Broker
• Daniela LeeCRD 6881220 · Lone Tree, CO
  IA RegisteredBroker
• Darrius LeeCRD 6883086 · Westlake, TX
  IA RegisteredBroker
• Donghyun LeeCRD 8015166 · Westlake, TX
  Broker
• Elise LeeCRD 6274198 · Los Angeles, CA
  IA RegisteredBroker
• Elizabeth LeeCRD 7477863 · Lone Tree, CO
  IA RegisteredBroker
• George J. M. LeeCRD 4131715 · Lone Tree, CO
  IA RegisteredBroker
• Gregery Herbert LeeCRD 7787883 · Dana Point, CA
  IA RegisteredBroker
• Gregory LeeCRD 7773640 · Corte Madera, CA
  IA RegisteredBroker
• Ji Young LeeCRD 7976611 · Westlake, TX
  Broker
• Jasmine Cherrelle LeeCRD 7194064 · Phoenix, AZ
  IA RegisteredBroker
• Jennifer Young Jae LeeCRD 7467739 · Irvine, CA
  IA RegisteredBroker
• Jonathon David LeeCRD 5714809 · St. Louis, MO
  Broker
• Jordan D LeeCRD 7274271 · Omaha, NE
  Broker
• Joseph LeeCRD 7826149 · Omaha, NE
  Broker
• Justin LeeCRD 7441617 · Leesburg, VA
  IA RegisteredBroker
• Katelyn LeeCRD 7852089 · Alpharetta, GA
  IA RegisteredBroker
• Keelan Kenneth LeeCRD 8057340 · Lone Tree, CO
  Broker
• Kevin Maxwell LeeCRD 8233909 · Phoenix, AZ
  Broker
• Kristin Niccole LeeCRD 7736826 · Indianapolis, IN
  Broker
• Kuanyee LeeCRD 7421907 · Cupertino, CA
  IA RegisteredBroker
• Mark Irean LeeCRD 6849189 · Westlake, TX
  BrokerRegistration inactive
• Megan LeeCRD 7733373 · San Ramon, CA
  IA RegisteredBroker
• Norman Craig LeeCRD 8040088 · Lone Tree, CO
  Broker
• Parker Maxwell LeeCRD 8148460 · Orlando, FL
  Broker
• Richard Randall LeeCRD 7082150 · Chicago, IL
  Broker
• Ryan Thomas LeeCRD 8077251 · Westlake, TX
  Broker
• Samuel LeeCRD 7603663 · Omaha, NE
  IA RegisteredBroker
• Scott Ryan LeeCRD 7448751 · Newport Beach, CA
  IA RegisteredBroker
• Stephen LeeCRD 3000247 · Irvine, CA
  IA RegisteredBroker
• Winston Kayfong LeeCRD 7416748 · Seattle, WA
  IA RegisteredBroker
• Zhi Hao Donald LeeCRD 7054957 · Orlando, FL
  Broker
• Suzanne Marie Lee WalkerCRD 7812632 · Lone Tree, CO
  IA RegisteredBroker
• Andrew Michael LeedsCRD 7446674 · Omaha, NE
  Broker
• James LeggCRD 5309460 · Paramus, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Melissa Storkamp LeggettCRD 5202835 · Austin, TX
  Broker
• Amanda LeglerCRD 6143627 · Indianapolis, IN
  IA RegisteredBroker
• Michael Douglas LegooCRD 8178121 · Westlake, TX
  Broker
• Allie LehmanCRD 7852986 · Scarsdale, NY
  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.