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 189 of 341

• Caleb Patrick MinerCRD 6676876 · Omaha, NE
  Broker
• Matthew Damon MinichelloCRD 5421411 · Wilmington, NC
  IA RegisteredBroker
• Thomas Daniel MischCRD 6374593 · Omaha, NE
  Broker
• Brian MiserlianCRD 2632130 · Lone Tree, CO
  IA RegisteredBroker
• Clifton Wright MiskellCRD 1671686 · Lone Tree, CO
  Broker
• Allison Weeks MistlebauerCRD 5551758 · Phoenix, AZ
  Broker
• Alia MitchellCRD 5092667 · Pasadena, CA
  IA RegisteredBroker
• Matthew Jon MitchellCRD 4151744 · Westlake, TX
  Broker
• Steven Joseph MitchellCRD 1810145 · Lone Tree, CO
  Broker
• Aaron Lee MizeCRD 5609086 · Westlake, TX
  Broker
• Aaron Christopher MobergCRD 5867062 · West Des Moines, IA
  IA RegisteredBroker
• Jerry ModiyilCRD 5366906 · Westlake, TX
  Broker
• Michael MoerlerCRD 2149982 · Manhasset, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Soumya Ranjan MohantyCRD 3270530 · Omaha, NE
  Broker
• Dennis Edgardo MojaresCRD 2026827 · Red Bank, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven James MolinarioCRD 6019953 · Phoenix, AZ
  IA RegisteredBroker
• Jesse Edward MollCRD 6226522 · Westlake, TX
  Broker
• Delon MollettCRD 5458091 · Westlake, TX
  Broker
• Jay James MolstadCRD 7071069 · Westlake, TX
  Broker
• Joshua J MonkCRD 6830191 · Indianapolis, IN
  IA RegisteredBroker
• Daniel Spencer MontagueCRD 4747488 · Marlton, NJ
  IA RegisteredBroker
• Yvonne MonteCRD 1316188 · Chicago, IL
  Broker
• Ricardo MonteiroCRD 6833873 · Providence, RI
  IA RegisteredBroker
• Jubisa MontesCRD 6530975 · San Francisco, CA
  IA RegisteredBroker
• Brian Robert MontgomeryCRD 3262173 · Carmel, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Jennifer MontgomeryCRD 7149467 · Phoenix, AZ
  Broker
  Disclosure event(s) on record
• Michael MontgomeryCRD 7204202 · Richfield, OH
  IA RegisteredBroker
• Robert Scott MontgomeryCRD 6214975 · Jacksonville, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Carlos Antonio MontoyaCRD 6000858 · Lone Tree, CO
  Broker
• John William MonyhanCRD 6942557 · Indianapolis, IN
  Broker
• Brian Neal MoonCRD 1011849 · Phoenix, AZ
  Broker
• Derek William MoonCRD 4831901 · Indianapolis, IN
  IA RegisteredBroker
• Colby William MooreCRD 5708368 · Westlake, TX
  IA RegisteredBroker
• David Riley MooreCRD 6855196 · St Louis, MO
  Broker
  Disclosure event(s) on record
• Donald William MooreCRD 2708267 · Richfield, OH
  Broker
• Jack William MooreCRD 3060203 · Lone Tree, CO
  IA RegisteredBroker
• Lindsey Joelle MooreCRD 5625580 · Phoenix, AZ
  Broker
• Skyler Ray MooreCRD 7073690 · Phoenix, AZ
  IA RegisteredBroker
• Ronald Spencer Moore IICRD 5023236 · Lone Tree, CO
  Broker
• Brent Edward MoorsCRD 6905726 · Chicago, IL
  Broker
• Keith Martin MoralesCRD 5469363 · Lone Tree, CO
  IA RegisteredBroker
• Todd Michael MorarityCRD 2678532 · Indianapolis, IN
  Broker
• Mark V MoreciCRD 2864038 · Lone Tree, CO
  IA RegisteredBroker
• Javier Eduardo Moredo CeperoCRD 7053127 · Jacksonville, FL
  IA RegisteredBroker
• Mark Anthony MoreiraCRD 6242321 · Westlake, TX
  Broker
• Ralph MorenoCRD 6942772 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Ely Peter MorganCRD 4032963 · Westlake, TX
  Broker
• Jennifer D MorganCRD 5201196 · Westlake, TX
  Broker
• Robin MorganCRD 3147414 · The Villages, FL
  IA RegisteredBroker
• Bryant Alexander MoritzCRD 7280402 · Nashville, TN
  BrokerRegistration inactive

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 29, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.