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 182 of 341
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Kristina Elena Armeade LoveCRD 7110389 · Westlake, TXIA RegisteredBroker
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Brendan LovekampCRD 7962394 · Chesterfield, MOIA RegisteredBroker
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Elizabeth LovemanCRD 4064655 · Richfield, OHIA RegisteredBroker
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Courtney Amber LovettCRD 5103393 · Phoenix, AZIA RegisteredBroker
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Sophia Grace LovingsCRD 8137653 · Orlando, FLBroker
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Richard LowCRD 1749470 · New York City, NYIA RegisteredBroker
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Ryan Alexander LowCRD 7659252 · Westlake, TXBroker
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Ashley LoweryCRD 7630928 · Westlake, TXBroker
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Erin Michelle LoweryCRD 7097587 · Westlake, TXBrokerDisclosure event(s) on record
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Pablo Daniel LowryCRD 7841930 · Westlake, TXBrokerDisclosure event(s) on record
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Allison LoyCRD 7750906 · Austin, TXBroker
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John Bryan LoyCRD 5591641 · Westlake, TXIA RegisteredBroker
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Jeremiah D LoyacanoCRD 6952433 · Phoenix, AZBroker
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Ashley Nicole LoylessCRD 7294216 · Westlake, TXBroker
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Erick Jesus LoyolaCRD 6714404 · Westlake, TXIA RegisteredBroker
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Daniel LozaCRD 7832066 · Phoenix, AZIA RegisteredBroker
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Nadia Gutierrez LozaCRD 7535575 · Westlake, TXBroker
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Joshua David LozanoCRD 7899636 · Phoenix, AZIA RegisteredBroker
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Lorraine LozanoCRD 7713578 · Lone Tree, COIA RegisteredBroker
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Pablo Asael LozanoCRD 7073573 · Encino, CAIA RegisteredBroker
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Armando LozoyaCRD 7761299 · Phoenix, AZBroker
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Ramon Arturo Lozoya SagarnagaCRD 7311855 · Westlake, TXBroker
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Kristopher Jiake LuCRD 7179760 · Brea, CAIA RegisteredBroker
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Zhi LuCRD 5208558 · St. Louis, MOIA RegisteredBroker
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Sara Y LubasCRD 2159354 · Oak Brook, ILBroker
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Antoinette LucasCRD 4314461 · Charlottesville, VAIA RegisteredBrokerDisclosure event(s) on record
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Evan Theodore LucasCRD 3009738 · Phoenix, AZIA RegisteredBroker
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Joshua Marcos LucasCRD 7932632 · Westlake, TXIA RegisteredBroker
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Michael LucasCRD 5794002 · Cheyenne, WYIA RegisteredBrokerDisclosure event(s) on record
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Neriah Jean LucasCRD 6887475 · Lone Tree, COBroker
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Steven W LucasCRD 2957861 · Lone Tree, COIA RegisteredBrokerDisclosure event(s) on record
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Carson LuceroCRD 7720566 · Westlake, TXIA RegisteredBrokerDisclosure event(s) on record
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Lindsay Cherise Lucero-RossiCRD 6273305 · Lone Tree, COBroker
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Evan Matthew LuchsCRD 7398505 · Orlando, FLIA RegisteredBroker
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Christina Kathryn LuciaCRD 6332591 · Lone Tree, COBroker
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Christopher Michael LucianoCRD 6270545 · Orlando, FLIA RegisteredBroker
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Justin LucidoCRD 3067993 · Westlake, TXBroker
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Alexander Michael LucierCRD 7628044 · Omaha, NEBroker
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Robert G LuckerCRD 3154421 · Lone Tree, COIA RegisteredBroker
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Laura Marie LuckeyCRD 1988283 · Lone Tree, COIA RegisteredBrokerDisclosure event(s) on record
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Cindy J LuckritzCRD 4220560 · Lone Tree, COIA RegisteredBroker
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Peter Alan LucusCRD 7759892 · Austin, TXBroker
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Rachel Michelle LudkeCRD 6944679 · Truckee, CAIA RegisteredBroker
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Katherine Grace LudlamCRD 7458604 · Austin, TXBroker
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Phoukhong V LuebeCRD 4723351 · Phoenix, AZBroker
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Clifton Alexander LuemCRD 4034310 · Lone Tree, COBroker
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Patrick Andrew LuevanoCRD 7883923 · Westlake, TXBroker
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Austin Armando LugoCRD 7714987 · Austin, TXBroker
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Max LugoCRD 7720192 · Phoenix, AZBroker
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Nicholas LukacCRD 7641297 · Indianapolis, INBroker
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 29, 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.