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 216 of 341
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Autumn R NelsonCRD 7241411 · Indianapolis, INBroker
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Christopher Chadwell NelsonCRD 3217589 · Lone Tree, COIA RegisteredBroker
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Colin Lawrence NelsonCRD 7288620 · Manhasset, NYIA RegisteredBroker
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David John NelsonCRD 5739098 · Omaha, NEBroker
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Eric Michael NelsonCRD 5876851 · Bridgewater, NJIA RegisteredBroker
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Eric Douglas NelsonCRD 4872427 · Westlake, TXIA RegisteredBroker
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Galen Ray NelsonCRD 2334076 · Phoenix, AZBroker
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Jeffrey Lloyd NelsonCRD 5965921 · San Diego, CAIA RegisteredBroker
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Jon Bruce NelsonCRD 2952033 · Chicago, ILBroker
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Joshua James NelsonCRD 4786057 · Omaha, NEIA RegisteredBroker
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Kristi Chantelle NelsonCRD 2711251 · Lone Tree, COBroker
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Kyle Thomas NelsonCRD 6205586 · Indianapolis, INIA RegisteredBroker
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Lisa Christine NelsonCRD 6775095 · Lone Tree, COBroker
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Nathan Jeffrey NelsonCRD 5469266 · Oak Brook, ILIA RegisteredBroker
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Robert L NelsonCRD 6654449 · Westlake, TXBroker
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Wendy NelsonCRD 2699378 · Phoenix, AZBroker
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Wesley Ryan NelsonCRD 4823721 · Seattle, WAIA RegisteredBroker
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Christopher NelzyCRD 7096574 · Orlando, FLBroker
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Abigail Pamanano NepomucenoCRD 5264724 · Forest Hills, NYIA RegisteredBroker
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April Dawn NerzCRD 5753655 · Omaha, NEBroker
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Timothy William NestorakCRD 6461007 · Lone Tree, COBroker
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Madalyn NethawayCRD 6778127 · Westlake, TXBroker
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Erica Yvonne NeuhauserCRD 4373361 · Indianapolis, INBroker
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Nicole Anne NeumannCRD 4885138 · Omaha, NEBroker
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Bethanne NevilleCRD 7288498 · Westlake, TXBroker
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Alyson Victoria NewburyCRD 6857108 · Austin, TXBroker
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Garrett Louis NewellCRD 7326367 · Westlake, TXBroker
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Gregory David NewellCRD 6719533 · Sunnyvale, CABroker
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Jarred James NewillCRD 5282740 · Omaha, NEBroker
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Gregory NewlinCRD 3197957 · Westlake, TXIA RegisteredBroker
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David J NewmanCRD 6023276 · Phoenix, AZIA RegisteredBroker
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Matthew Jacob NewmanCRD 5915416 · Omaha, NEBroker
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Meghann Rae NewmanCRD 4924278 · Westlake, TXIA RegisteredBroker
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Jacob F NewsomeCRD 6708449 · Phoenix, AZIA RegisteredBroker
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Allen Chi NgCRD 5277404 · Jacksonville, FLIA RegisteredBroker
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Du Kim NguyenCRD 6351763 · Westlake, TXBrokerDisclosure event(s) on record
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Duc Phuoc NguyenCRD 7179151 · Westlake, TXIA RegisteredBroker
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Ha Thi NguyenCRD 5426972 · Lone Tree, COBroker
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Krystal NguyenCRD 5139612 · Dallas, TXIA RegisteredBroker
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Lily Trang NguyenCRD 6555982 · Westlake, TXBroker
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Megan Han NguyenCRD 6901389 · Westlake, TXBroker
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Nhan Duc NguyenCRD 3212602 · Bethesda, MDIA RegisteredBroker
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Tam Huu NguyenCRD 7235365 · Westlake, TXBrokerDisclosure event(s) on record
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Thuy NguyenCRD 2606507 · Lone Tree, COBroker
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Thuy-Linh Thi NguyenCRD 5112642 · Westlake, TXBroker
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William NiCRD 6581951 · Westlake, TXBroker
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Carrie Marie NiblickCRD 5616078 · Orlando, FLBroker
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Thomas William NicholCRD 5969744 · St Louis, MOBroker
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Charles NicholsCRD 4811434 · Lone Tree, COBroker
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Cristine Louise NicholsCRD 2956804 · Phoenix, AZBroker
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.