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 190 of 341
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Aldrena Rosetta MorrisCRD 5978878 · Orlando, FLIA RegisteredBroker
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Brett Michael MorrisCRD 3237515 · Westlake, TXIA RegisteredBroker
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David Jordan MorrisCRD 6735160 · Westlake, TXIA RegisteredBroker
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Jeff J MorrisCRD 6445415 · Lone Tree, COIA RegisteredBroker
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Jordan Phillip MorrisCRD 6579251 · West Des Moines, IAIA RegisteredBroker
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Michael James MorrisCRD 3195084 · Lone Tree, COBroker
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Robert William MorrisseyCRD 5705967 · Omaha, NEIA RegisteredBroker
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Timothy David MosleyCRD 5081723 · Newport Beach, CAIA RegisteredBroker
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Stuart Connelly MossCRD 2382067 · Phoenix, AZBrokerDisclosure event(s) on record
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Tana Moayad MossaCRD 6200635 · Westlake, TXIA RegisteredBroker
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Julio A Moya HernandezCRD 7446807 · Phoenix, AZBroker
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Semen Yakovlevich MoynCRD 4610227 · Lone Tree, COBroker
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Kristen M MozaffariCRD 7410361 · Phoenix, AZBroker
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Justin Michael MucciCRD 5401773 · Bedford, NHIA RegisteredBroker
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Tomasz MuczynskiCRD 5547209 · New York City, NYIA RegisteredBroker
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Charles Henry MuellerCRD 7369112 · Westlake, TXBroker
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Joseph Louis MuireCRD 7003012 · Westlake, TXBroker
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Tanya Renee MuldrowCRD 4923950 · Westlake, TXIA RegisteredBroker
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Lonya T. MullCRD 4443934 · Westlake, TXIA RegisteredBroker
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Ruth MulliganCRD 1365858 · Westlake, TXBroker
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Justin Kyle MullinsCRD 7221263 · Westlake, TXBroker
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James Christopher MullyCRD 2567820 · Phoenix, AZBroker
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Amy Beth MummawCRD 2733081 · Phoenix, AZBroker
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Jeffrey Alan MundtCRD 3189630 · Omaha, NEBroker
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Robert Gerard MunleyCRD 2131200 · New York City, NYIA RegisteredBroker
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Jasmine Murillo FigueroaCRD 7381181 · Westlake, TXBroker
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Cathleen A MurphyCRD 2552424 · Lone Tree, COBroker
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Michael Colin MurphyCRD 5739558 · Richfield, OHIA RegisteredBroker
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Payton Drake MurphyCRD 7228133 · Alpharetta, GAIA RegisteredBroker
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Robert Armstrong MurphyCRD 1416447 · Orlando, FLBroker
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Sean Patrick MurphyCRD 4737650 · Phoenix, AZIA RegisteredBroker
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Shannon Mcclure MurphyCRD 5631132 · Omaha, NEBroker
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Bridget Yvette MurrayCRD 2066683 · Lone Tree, COBroker
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Thomas John MurrayCRD 4032103 · Lone Tree, COIA RegisteredBroker
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Michael Christopher MustoCRD 5905354 · New York City, NYIA RegisteredBroker
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Susan Mya-San JonesCRD 5599624 · Tampa, FLIA RegisteredBroker
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John Gilbert MyersCRD 3156258 · Lone Tree, COIA RegisteredBrokerDisclosure event(s) on record
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Samuel Than MyintCRD 6662412 · Lone Tree, COBrokerDisclosure event(s) on record
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Chengyu MaCRD 8141027 · Westlake, TXIA RegisteredBroker
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David K. MaCRD 4439512 · Indianapolis, INBroker
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Jiaying MaCRD 7657706 · Fremont, CAIA RegisteredBroker
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Sorle MaalooCRD 7270464 · St Louis, MOBrokerDisclosure event(s) on record
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Jack MaasCRD 7726089 · Beaverton, ORIA RegisteredBroker
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Kevin Christian MaasCRD 5283752 · Pleasanton, CAIA RegisteredBrokerDisclosure event(s) on record
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Ryan Martin MaasCRD 7320477 · Chicago, ILBroker
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Jeffrey Robert MaaschCRD 7083991 · Phoenix, AZBroker
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Cheri A MaasenCRD 4148506 · Boulder, COIA RegisteredBroker
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Laura MaatoukCRD 7457623 · Northbrook, ILIA RegisteredBroker
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Justin MabeeCRD 7152575 · Thousand Oaks, CAIA RegisteredBroker
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Laura Kathleen MabreyCRD 5215611 · Orlando, FLBroker
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.