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 178 of 341

• Calder Glenn LewisCRD 6780876 · Westlake, TX
  IA RegisteredBroker
• Diante Jaquez LewisCRD 8007603 · Orlando, FL
  Broker
• Geoffrey Gavin LewisCRD 5785112 · Phoenix, AZ
  Broker
• Giana LewisCRD 7616293 · St Louis, MO
  Broker
• Jennifer Mae LewisCRD 5340017 · Westlake, TX
  Broker
• John LewisCRD 7649383 · St Louis, MO
  Broker
• Joshua Eric LewisCRD 7154854 · Dallas, TX
  Broker
• Judah LewisCRD 7171195 · Westlake, TX
  IA RegisteredBroker
• Katherine Marie LewisCRD 7727184 · Phoenix, AZ
  Broker
• Michael LewisCRD 8167703 · Westlake, TX
  Broker
• Moriah Bethany LewisCRD 7680908 · Westlake, TX
  Broker
• Thea Rae LewisCRD 3123685 · Newport Beach, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Todd H LewisCRD 4007974 · Phoenix, AZ
  Broker
• Zachary Scott Lewis-WoodheadCRD 7722855 · Phoenix, AZ
  Broker
• Christopher Neal LeydaCRD 7335407 · Westlake, TX
  IA RegisteredBroker
• Jonah LeykamCRD 7700738 · Phoenix, AZ
  Broker
• Adrian Alexander Leyton LucioCRD 7673717 · Orlando, FL
  Broker
• Alex Yingfan LiCRD 8099296 · Reston, VA
  IA RegisteredBroker
• Allison LiCRD 8133009 · Orlando, FL
  Broker
• David LiCRD 7427369 · Orlando, FL
  Broker
• Jeffrey Yuan-Ting LiCRD 2050588 · Lone Tree, CO
  BrokerRegistration inactive
  Disclosure event(s) on record
• Jiexi LiCRD 7506176 · Phoenix, AZ
  IA RegisteredBroker
• Megan LiCRD 7213516 · San Mateo, CA
  IA RegisteredBroker
• Peibo LiCRD 7610884 · Westlake, TX
  Broker
• Qiqing LiCRD 7771050 · Lone Tree, CO
  Broker
• Shuo LiCRD 6778048 · Brooklyn, NY
  IA RegisteredBroker
• Sihai LiCRD 7495176 · Westlake, TX
  IA RegisteredBroker
• Sophie LiCRD 6437634 · Orlando, FL
  Broker
• Zian LiCRD 8194147 · Austin, TX
  Broker
• Jehu LianCRD 8110648 · Indianapolis, IN
  Broker
• Na LianCRD 7660552 · Westlake, TX
  IA RegisteredBroker
• Matthew LiangCRD 8154867 · Orlando, FL
  Broker
• Ruoyun LiangCRD 7407906 · Milpitas, CA
  IA RegisteredBroker
• Ying Ting LiaoCRD 8154452 · Phoenix, AZ
  Broker
• Gary Thomas LiblerCRD 5236547 · Carmel, IN
  IA RegisteredBroker
• Matteo LiccardoCRD 7596579 · Orlando, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Danielle Marie LichtenbergerCRD 2942054 · Lone Tree, CO
  IA RegisteredBroker
• Joshua LichtnerCRD 8078705 · West Palm Beach, FL
  IA RegisteredBroker
• Harold James LicoCRD 6959183 · Boston, MA
  IA RegisteredBroker
• Witi LieCRD 4631906 · Phoenix, AZ
  BrokerRegistration inactive
• Myra Elaine LiebCRD 6065033 · Westlake, TX
  Broker
  Disclosure event(s) on record
• Alexander LiedbergCRD 7337009 · Orlando, FL
  IA RegisteredBroker
• Eric Matthew LieglCRD 7295909 · Omaha, NE
  Broker
• Branden Michael LienemannCRD 6450535 · Indianapolis, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Benjamin Benedict LievertzCRD 7882929 · Indianapolis, IN
  Broker
• Jacob LiggettCRD 7692843 · Indianapolis, IN
  IA RegisteredBroker
• Brandon Lee LightCRD 6949110 · Lone Tree, CO
  Broker
• Khristopher Glenn LilesCRD 6956953 · Westlake, TX
  IA RegisteredBroker
• Tyler LimCRD 7515711 · Phoenix, AZ
  Broker
• James Dean LimpusCRD 7022152 · Orlando, FL
  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.