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 187 of 341
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Benjamin Daniel McdevittCRD 6952510 · Westlake, TXBrokerDisclosure event(s) on record
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Samantha McdonaldCRD 6864913 · Westlake, TXBroker
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Cary Fred McdougalCRD 2474024 · Lone Tree, COBroker
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Kathleen Naomi McelwainCRD 7045502 · Westlake, TXBrokerDisclosure event(s) on record
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Michael James MceversCRD 6003783 · Westlake, TXIA RegisteredBroker
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John Robert McevoyCRD 4911511 · Phoenix, AZBroker
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Michael Carle McevoyCRD 2925780 · Lone Tree, COBroker
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Samantha Marie McevoyCRD 6942517 · Indianapolis, INIA RegisteredBroker
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Brittiany Ann McewenCRD 5759218 · Westlake, TXBroker
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Aidan Francis McgarrityCRD 7285152 · Lone Tree, COBroker
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Courtney McgillCRD 5215782 · Westlake, TXBroker
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Peter David McgillCRD 2990751 · Lone Tree, COBrokerDisclosure event(s) on record
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James Andrew McgowanCRD 3253838 · Omaha, NEBroker
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Stephen Craig McgroutherCRD 1747710 · Princeton, NJRegistration inactive
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Albert Steven McinteeCRD 2179724 · Chicago, ILBroker
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Brian David McintoshCRD 5244605 · Westlake, TXBroker
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Savanna MckenzieCRD 7143033 · Plano, TXIA RegisteredBroker
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Robert Reid MckeonCRD 2062410 · Phoenix, AZBroker
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Michael Logan MckerrCRD 6874709 · Chicago, ILBroker
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Craig MckinlayCRD 6005397 · Chicago, ILIA RegisteredBroker
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Christopher James MckinleyCRD 6581512 · Omaha, NEBroker
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Erica MckinneyCRD 5098573 · Westlake, TXBroker
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Thomas D MckinstryCRD 6890104 · Indianapolis, INIA RegisteredBroker
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Joseph Edward MckissackCRD 4382017 · Pleasanton, CAIA RegisteredBrokerDisclosure event(s) on record
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Jordan MckissickCRD 7290944 · New York City, NYIA RegisteredBroker
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Michael Lee McknightCRD 6065347 · Camp Hill, PAIA RegisteredBroker
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Danna Steinberg MclaughlinCRD 5543830 · Lone Tree, COBroker
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Timothy Michael MclaughlinCRD 2938935 · Indianapolis, INBroker
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Tyler D MclaughlinCRD 7179006 · Indianapolis, INBroker
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John Vincent Mcmanmon IIICRD 2570396 · Richfield, OHIA RegisteredBroker
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Hannah Elizabeth McmillanCRD 5184502 · Phoenix, AZBrokerDisclosure event(s) on record
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Quentin Dallas McmurphyCRD 6848173 · Omaha, NEBroker
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Britton Charles McneillCRD 6879702 · St Louis, MOIA RegisteredBroker
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Khalid Patrick McphersonCRD 6765513 · Omaha, NEBrokerDisclosure event(s) on record
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Patrick J McquaidCRD 7225692 · Phoenix, AZBroker
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Kent Jay McvaughCRD 2700342 · Phoenix, AZBroker
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Joshua Jebal MeasonCRD 7043588 · Austin, TXIA RegisteredBroker
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Joseph David MedeirosCRD 6278077 · Omaha, NEBroker
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Bryan MedinaCRD 7562829 · Tysons Corner, VAIA RegisteredBroker
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Michael Lee MedlinCRD 2945204 · Indianapolis, INIA RegisteredBroker
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Gale Lynnette MehaffeyCRD 4172634 · Omaha, NEBroker
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Tsega MeharyCRD 1975199 · Westlake, TXIA RegisteredBroker
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Maureen Monica MeiertoberensCRD 6386902 · Orlando, FLBroker
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Brian Thomas MeldahlCRD 2701538 · Austin, TXBroker
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Michael Reece MellaCRD 7478814 · Westlake, TXIA RegisteredBroker
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Anthony Gerard MelusoCRD 1597298 · Westlake, TXBroker
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Lesandro Ruben MenaCRD 5122553 · La Jolla, CAIA RegisteredBroker
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Juan Carlos MenchacaCRD 4601992 · Westlake, TXIA RegisteredBrokerDisclosure event(s) on record
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Jorge A MendezCRD 5998634 · Orlando, FLIA RegisteredBroker
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Paul MendezCRD 5507791 · Orlando, FLIA 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.