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 205 of 341

• Sophia Jaqueline MendozaCRD 7747185 · Austin, TX
  IA RegisteredBroker
• Flor Mendoza MartinezCRD 7464955 · Westlake, TX
  Broker
• Francisco Javier Mendoza-FloresCRD 7504931 · Westlake, TX
  Broker
• Andrew MenefeeCRD 6445533 · Lynnfield, MA
  IA RegisteredBroker
• Christian MenegattiCRD 6405343 · Boston, MA
  IA Registered
• Pamela M MenendezCRD 7783071 · Santa Rosa, CA
  IA RegisteredBroker
• Arsenio Miguel Menendez CuretCRD 7301798 · San Juan, PR
  IA RegisteredBroker
• Avery Grace MenesesCRD 7774486 · Westlake, TX
  Broker
• Zemen Mekonnen MengeshaCRD 7784193 · Westlake, TX
  IA RegisteredBroker
• Kimberly Diane MenteCRD 4444033 · Westlake, TX
  IA RegisteredBroker
• Kyle Jeffrey MentonCRD 6826011 · Phoenix, AZ
  Broker
• Nicholas MerandiCRD 7357664 · Pittsburgh, PA
  IA RegisteredBroker
• Bobby Anthony MercadoCRD 7835011 · Austin, TX
  Broker
• Justin Brad MercierCRD 7513270 · Southlake, TX
  Broker
• Emma E MercurioCRD 7985246 · Amherst, NY
  IA RegisteredBroker
• Alexander David MeredithCRD 7063180 · Westlake, TX
  IA RegisteredBroker
• Christopher MeredithCRD 2454797 · Lone Tree, CO
  IA RegisteredBroker
• Grace Shin Fang MeredithCRD 6191128 · Phoenix, AZ
  IA RegisteredBroker
• Robert R MerfeldCRD 4184213 · Phoenix, AZ
  IA RegisteredBroker
• Marissa Bates MerkleCRD 7427919 · Lone Tree, CO
  Broker
• Matthew Gerard MerkleCRD 5535094 · Lone Tree, CO
  Broker
  Disclosure event(s) on record
• Nicholas MeroneCRD 7565064 · Lone Tree, CO
  Registration inactive
• Amanda L MerrillCRD 7515426 · Omaha, NE
  Broker
• Matthew Norman MerrillCRD 7073303 · Omaha, NE
  Broker
• Todd Jeffrey MerrillCRD 7552821 · Orlando, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Brittany Lashay MerrittCRD 7316022 · St Louis, MO
  Broker
  Disclosure event(s) on record
• Meredith Lynn MerrittCRD 6868256 · Vero Beach, FL
  Broker
• Ozgur MertCRD 6032583 · Cincinnati, OH
  IA RegisteredBroker
• Jacob William MertensCRD 8134957 · Edina, MN
  IA RegisteredBroker
• Eric MertzCRD 7694517 · West Palm Beach, FL
  IA RegisteredBroker
• Kelly Ryan MeryhewCRD 3179908 · Westlake, TX
  Broker
• Lisa Ann Merzbach-BollingCRD 7383573 · Lone Tree, CO
  Broker
• Krystle Lynn MeserveyCRD 6626120 · Orlando, FL
  IA RegisteredBroker
• Meryem Messaoudi MoussiCRD 5919963 · Indianapolis, IN
  IA RegisteredBroker
• Trisha MesserlyCRD 4243033 · St. George, UT
  Broker
• David Sebastian MessinaCRD 5273531 · Delray Beach, FL
  IA RegisteredBroker
• John F MessinaCRD 4568470 · Westlake, TX
  Broker
• Jack Robert MesslerCRD 7561557 · Lone Tree, CO
  IA RegisteredBroker
• Ashley Nadine MessnerCRD 7666800 · Westlake, TX
  Broker
• John Douglas MetallicCRD 1576034 · Westlake, TX
  IA RegisteredBroker
• Joshua MetayerCRD 6065131 · South Burlington, VT
  IA RegisteredBroker
• Ian Nathanael MetherdCRD 7294745 · St Louis, MO
  Broker
• Daniel C MetteCRD 7005898 · Indianapolis, IN
  IA RegisteredBroker
• Ahmed MetwalyCRD 7786674 · Menlo Park, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Brett Aaron MetzgerCRD 7291413 · Westlake, TX
  Broker
• Christopher James MetzgerCRD 6041935 · Atlanta, GA
  IA RegisteredBroker
• Jade Hue Wei MetzgerCRD 7032779 · Westlake, TX
  Broker
• Steven Norris MetzlerCRD 5237665 · Austin, TX
  Broker
• Brett MeyerCRD 4700148 · Lone Tree, CO
  Broker
• Brian Edward MeyerCRD 7980233 · Omaha, NE
  Broker

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.