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 186 of 341
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Zechariah C MatlickCRD 4967426 · Lone Tree, COIA RegisteredBroker
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Zoribet Matos RiveraCRD 6818929 · Westlake, TXBroker
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Ashley Lynne MattasCRD 6099821 · Omaha, NEBrokerRegistration inactive
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Anthony MatthewsCRD 5184363 · Westlake, TXBroker
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David M MattickCRD 5053981 · Indianapolis, INIA RegisteredBroker
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Frank Erik MaurerCRD 6778051 · Omaha, NEBroker
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Douglas C MaxonCRD 6452522 · Phoenix, AZBroker
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Nathan Scott MaxwellCRD 6725010 · Omaha, NEBroker
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Cameron L MayCRD 2928681 · Chicago, ILBrokerDisclosure event(s) on record
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Jeffrey Allen MayCRD 5924716 · Indianapolis, INIA RegisteredBroker
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Nathan Andrew MayCRD 6567833 · Omaha, NEBroker
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Abha MayerCRD 7008479 · Westlake, TXBroker
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Alexis Antonio MaymiCRD 5622290 · Lone Tree, COIA RegisteredBroker
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Michael MazzaCRD 4386168 · Tucson, AZIA RegisteredBrokerDisclosure event(s) on record
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Cuthbert Zvinaiye MbeweCRD 6144332 · Orlando, FLIA RegisteredBroker
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Joanne Kay Mc CartyCRD 2895232 · Phoenix, AZBroker
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Scott Alan McadamsCRD 6734875 · Westlake, TXIA RegisteredBroker
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Robert Michael McaleerCRD 4291592 · Boston, MAIA RegisteredBroker
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Thomas Matthew McandrewsCRD 4240549 · Lone Tree, COIA RegisteredBrokerDisclosure event(s) on record
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Nicholas S McarthurCRD 7339927 · Phoenix, AZIA RegisteredBroker
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Richard Scott McarthurCRD 4146600 · Omaha, NEIA RegisteredBrokerDisclosure event(s) on record
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Jill Janiece McbrayerCRD 4306226 · Orlando, FLBrokerDisclosure event(s) on record
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Rey MccabeCRD 6550714 · Plano, TXIA RegisteredBroker
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Mark Thomas MccaffreyCRD 4881300 · Wilmington, DEIA RegisteredBroker
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Joseph Arthur MccarthyCRD 5810029 · Westlake, TXIA RegisteredBroker
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Savannah Shea MccarthyCRD 7380151 · Lone Tree, COBroker
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Brian Matthew MccartneyCRD 5970871 · Westlake, TXBroker
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Delania Renee MccartyCRD 6688739 · Westlake, TXIA RegisteredBroker
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Joshua H MccartyCRD 4212327 · Camp Hill, PAIA RegisteredBroker
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Rebecca L MccauleyCRD 3170006 · Phoenix, AZBroker
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Shawn Jay McchesneyCRD 3154833 · Lone Tree, COBroker
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Joshua Wayne McclellanCRD 5584022 · Westlake, TXIA RegisteredBroker
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Joseph William MccleskeyCRD 2349304 · Lone Tree, COIA RegisteredBroker
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Ashley McclintockCRD 5539214 · Radnor, PAIA RegisteredBroker
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Brandon Lamar MccloskeyCRD 5352830 · Omaha, NEBroker
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Roy E McclungCRD 2245218 · Phoenix, AZIA RegisteredBrokerDisclosure event(s) on record
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Scott James MccoidCRD 4780232 · Lone Tree, COBrokerRegistration inactive
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Chad Everett McconachieCRD 5032431 · Omaha, NEIA RegisteredBroker
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Matthew Cole McconnellCRD 2804831 · Carmel, CAIA RegisteredBrokerDisclosure event(s) on record
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Austin Jacob MccoolCRD 7023089 · Phoenix, AZIA RegisteredBroker
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Bernard Michael MccormackCRD 3154628 · Austin, TXBroker
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Sean MccormackCRD 2433342 · New York City, NYBroker
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Philip Coghlan MccormickCRD 6348187 · Chicago, ILBroker
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Edward W MccoyCRD 6956309 · Indianapolis, INIA RegisteredBroker
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Aaron Jin McculloughCRD 7154866 · Lone Tree, COBroker
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Matthew Robert MccurleyCRD 5484785 · Lone Tree, COBroker
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Patrick MccuskerCRD 2884007 · Omaha, NEIA RegisteredBroker
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Brandon Addison MccutchenCRD 7294646 · Westlake, TXBroker
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Ryan Michael McdanielCRD 3273734 · Indianapolis, INIA RegisteredBroker
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Christopher James McdermottCRD 5152899 · Peoria, AZIA 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.
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.