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 224 of 341

• Tory A O'keefeCRD 3024531 · Corte Madera, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• David Christopher O'keeffeCRD 7662969 · London
  Broker
• Heather Dawn O'learyCRD 4855247 · Boston, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Sebastian Jonathan O'nealCRD 2237252 · Atlanta, GA
  IA RegisteredBroker
• Timothy Michael O'nealCRD 7360976 · Lone Tree, CO
  Broker
• Tamara Lyn O'nealCRD 1724270 · Phoenix, AZ
  IA RegisteredBroker
• Marisol R O'neilCRD 5490836 · Bakersfield, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• William James O'neilCRD 2564064 · Boston, MA
  IA RegisteredBroker
• Kristen O'neillCRD 6245661 · Marlton, NJ
  IA RegisteredBroker
• Tamara L O'neillCRD 6209673 · Phoenix, AZ
  Broker
• Charlie W. O'shelCRD 5522007 · Southlake, TX
  IA RegisteredBroker
• Daniel Robert OberkoflerCRD 6724442 · Lone Tree, CO
  IA RegisteredBroker
• Katie Michelle ObermeyerCRD 6292272 · Lone Tree, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Victoria Lynne ObermillerCRD 6310654 · Las Vegas, NV
  IA RegisteredBroker
• Adam M ObrienCRD 5877144 · Omaha, NE
  Broker
• Daniel Steven ObuchowskiCRD 6205541 · Manhasset, NY
  IA RegisteredBroker
• Jack ObrienCRD 7864376 · Austin, TX
  Broker
• Jamie Katherine ObrienCRD 7581884 · Boston, MA
  IA RegisteredBroker
• David Lawrence OchsCRD 2444997 · Phoenix, AZ
  Broker
• Christopher J OconnellCRD 5796601 · Indianapolis, IN
  IA RegisteredBroker
• Gregory Joseph OconnellCRD 6713746 · Westlake, TX
  IA RegisteredBroker
• Melissa Mae OconnellCRD 5371417 · Indianapolis, IN
  IA RegisteredBroker
• Bryan Timothy OconnorCRD 4026118 · Omaha, NE
  Broker
• Ryan Christopher OconnorCRD 7739936 · Westlake, TX
  IA RegisteredBroker
• Jared Andrew OdellCRD 7250324 · Chicago, IL
  IA RegisteredBroker
• Derrick Wade OdomCRD 7341828 · Lone Tree, CO
  Broker
  Disclosure event(s) on record
• Kathleen Grace OdonnellCRD 7314512 · Lone Tree, CO
  IA RegisteredBroker
• Anthony James OdonnellCRD 7886560 · Omaha, NE
  Broker
• Craig Joseph OefflingCRD 5497331 · Lone Tree, CO
  Broker
• Ryan Victor OehlerCRD 5574100 · Lone Tree, CO
  Broker
• Bretton Michael OesterleCRD 7092601 · Lone Tree, CO
  Broker
• Jessica Varga OetterCRD 5510419 · Omaha, NE
  Broker
• Omar Geraldo Ofarril DiazCRD 6390096 · Orlando, FL
  Broker
• Garrett V OgazCRD 6435269 · Westlake, TX
  IA RegisteredBroker
• Nicholas Paul OgdenCRD 7051380 · Folsom, CA
  IA RegisteredBroker
• Ayodeji OgundiyaCRD 6153716 · Oak Brook, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Takako Okada SwartzCRD 6429606 · Lone Tree, CO
  Broker
• Neil John OkeeffeCRD 1847528 · Walnut Creek, CA
  IA RegisteredBroker
• Mark A OkraglyCRD 2658655 · Houston, TX
  IA RegisteredBroker
• Arinze Emmanuel OkwuosahCRD 7218374 · Austin, TX
  Broker
  Disclosure event(s) on record
• Thomas Janree OlaliaCRD 6434247 · Westlake, TX
  Broker
• Michael Anthony OlandeseCRD 7314541 · Lone Tree, CO
  Broker
• Christopher Gerald OlearyCRD 7024232 · El Paso, TX
  Broker
• Scott James OlesCRD 6707163 · Orlando, FL
  Broker
• Jon Jacob OlingCRD 5819220 · Tacoma, WA
  IA RegisteredBroker
• Cori OliverCRD 5901808 · Westlake, TX
  Broker
• Ryan Davis OliverCRD 6420923 · Lone Tree, CO
  Broker
• Hans C OlrikCRD 7470064 · Stamford, CT
  IA RegisteredBroker
• Christopher OlsenCRD 4796497 · Austin, TX
  IA RegisteredBroker
• Eric John OlsenCRD 5312293 · Eugene, OR
  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.