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 210 of 341

• Shawn Michael MontagueCRD 5166777 · Dallas, TX
  IA RegisteredBroker
• Timothy Evan MontagueCRD 6848924 · Omaha, NE
  Broker
• Michael Paul MontaldoCRD 5069251 · Mt Kisco, NY
  IA RegisteredBroker
• Erik MontalvoCRD 6036130 · Lancaster, PA
  IA RegisteredBroker
• Jonathan Enrique Montalvo VargasCRD 7988776 · Orlando, FL
  Broker
• Kayra Lydia MontanezCRD 7529103 · Orlando, FL
  Broker
• Rachel C MontanezCRD 7305979 · Phoenix, AZ
  Broker
• Angel Luis MontanoCRD 4267708 · Boston, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jennifer Marie MontanoCRD 6806484 · Westlake, TX
  Broker
• Milad MontazeriCRD 7276199 · Lone Tree, CO
  IA RegisteredBroker
• Erick Alexander MonteagudoCRD 7545866 · San Antonio, TX
  IA RegisteredBroker
• Nicole MonteithCRD 7667276 · Lone Tree, CO
  Broker
• Sara MontejanoCRD 6810778 · Westlake, TX
  Broker
• Shane Tyler MontejanoCRD 6302770 · Westlake, TX
  IA RegisteredBroker
• Gustavo A MontenegroCRD 7405916 · Westlake, TX
  Broker
• Michael Joseph MontenegroCRD 7917448 · New York City, NY
  IA RegisteredBroker
• Jose A MonterrosaCRD 5784203 · Phoenix, AZ
  IA RegisteredBroker
• Jesus Gamaliel MonterrubioCRD 7492449 · Westlake, TX
  Broker
• Ashley Lyn MonteverdeCRD 6209671 · Phoenix, AZ
  IA RegisteredBroker
• Rodrigo MonteverdeCRD 6088847 · Phoenix, AZ
  IA RegisteredBroker
• Adam Michael MontgomeryCRD 6680785 · Westlake, TX
  Broker
• Jordan C MontgomeryCRD 7075178 · Metairie, LA
  IA RegisteredBroker
• Joseph Timothy MontgomeryCRD 7396043 · Atlanta, GA
  IA RegisteredBroker
• Leopold William MontgomeryCRD 7376219 · Westlake, TX
  Broker
• Steven Lewis MontgomeryCRD 4491482 · San Diego, CA
  IA RegisteredBroker
• Taylor Matthew MontgomeryCRD 7234537 · Phoenix, AZ
  IA RegisteredBroker
• William MontgomeryCRD 6493688 · Coral Gables, FL
  IA RegisteredBroker
• Eduardo Antonio MontielCRD 7168471 · Orlando, FL
  IA RegisteredBroker
• Omari Kwame MontiqueCRD 8031090 · Austin, TX
  Broker
• Danielle Renee MoodyCRD 7411698 · Westlake, TX
  Broker
  Disclosure event(s) on record
• Joshua MoonCRD 8031973 · Lone Tree, CO
  Broker
• Joshua Stephen MoonCRD 7496783 · Westlake, TX
  Broker
• Annajane Sunrise MooneyCRD 7361008 · Lone Tree, CO
  IA RegisteredBroker
• Ethan MooneyCRD 7857617 · Westlake, TX
  Broker
• Jennifer Lyman MoorCRD 7698751 · St Louis, MO
  IA RegisteredBroker
• Alexander MooreCRD 7956671 · Richfield, OH
  IA RegisteredBroker
• Austin MooreCRD 7625651 · Lone Tree, CO
  Broker
• Craig Evan MooreCRD 2759662 · Tampa, FL
  IA RegisteredBroker
• Daniel William MooreCRD 7646243 · Lone Tree, CO
  Broker
• Donald Jacob MooreCRD 6400984 · Richfield, OH
  IA RegisteredBroker
• Dtrajon MooreCRD 7538449 · Washington, DC
  IA RegisteredBroker
• Emerald M MooreCRD 7342016 · Phoenix, AZ
  Broker
• Evin William MooreCRD 5741925 · Lone Tree, CO
  Broker
• Jason MooreCRD 7288081 · Westlake, TX
  Broker
• Joshua Youngblood MooreCRD 6843710 · Westlake, TX
  Broker
• Kevin James MooreCRD 7603704 · Westlake, TX
  IA RegisteredBroker
• Lisa A MooreCRD 5392811 · Phoenix, AZ
  Broker
• Michael Jeffries MooreCRD 7462891 · St Louis, MO
  Broker
  Disclosure event(s) on record
• Nathan Daniel MooreCRD 5323877 · Indianapolis, IN
  Broker
  Disclosure event(s) on record
• Nyarai Rebecca MooreCRD 6257974 · Westlake, TX
  IA 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.

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