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 225 of 341

• Aaron Robert OlsonCRD 2880318 · Bellevue, WA
  IA RegisteredBroker
• Bryan Larry OlsonCRD 2804409 · Boston, MA
  IA RegisteredBroker
• Katherine Lynn OlsonCRD 4610687 · Omaha, NE
  Broker
• Kyle Edward OlsonCRD 6742703 · Lone Tree, CO
  Broker
• Mark Douglas OlsonCRD 3242074 · Omaha, NE
  IA RegisteredBroker
• Mitchell Wade OlsonCRD 3145473 · Omaha, NE
  Broker
• Shanitria Javonica OlusolaCRD 7183202 · Indianapolis, IN
  IA RegisteredBroker
• Elizabeth Tracy OloughlinCRD 7333833 · Westlake, TX
  IA RegisteredBroker
• Brian Michael OmaraCRD 6864989 · Westlake, TX
  Broker
• Barnabas Afamefuma OmejiaCRD 7026957 · Westlake, TX
  IA RegisteredBroker
• Brian Neil OmohundroCRD 4780005 · Lone Tree, CO
  IA RegisteredBroker
• Joseph Tonny OmutsaniCRD 3084448 · Phoenix, AZ
  IA RegisteredBroker
• Peter Joseph OneillCRD 1718216 · Towson, MD
  IA RegisteredBroker
• Daniel Reynaldo OntiverosCRD 6490095 · El Paso, TX
  Broker
• Wade Elmo OnealCRD 5490650 · Westlake, TX
  IA RegisteredBroker
• Sean Gerard OneillCRD 7745130 · Phoenix, AZ
  IA RegisteredBroker
• Austin Michael OppoldCRD 7145815 · Indianapolis, IN
  Broker
• Oscar Francisco OrchillesCRD 7261592 · Orlando, FL
  Broker
• Natalie Diane OreillyCRD 7328413 · Indianapolis, IN
  Broker
• Carl August OrnCRD 5529902 · Lone Tree, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Gabriele OroCRD 7119509 · Westlake, TX
  Broker
  Disclosure event(s) on record
• Courtney Elizabeth OronaCRD 6598259 · Westlake, TX
  Broker
• Ernesto OrosCRD 6921547 · Phoenix, AZ
  Broker
• Trevor J OrourkeCRD 5887392 · Phoenix, AZ
  Broker
• Lisa Marie OrtegaCRD 6551831 · Phoenix, AZ
  IA RegisteredBroker
• Elizabeth Florence OrtizCRD 6818113 · Austin, TX
  Broker
  Disclosure event(s) on record
• Gabriel OrtizCRD 6735143 · Westlake, TX
  Broker
• Juan Rhene OrtizCRD 7222212 · Brea, CA
  IA RegisteredBroker
• Laura Michelle OrtizCRD 5863953 · Westlake, TX
  Broker
• Marco Antonio OrtizCRD 6824409 · Westlake, TX
  Broker
• Hector Jhovanni Ortiz-RamirezCRD 7033059 · Westlake, TX
  IA RegisteredBroker
• Robert Francis OreillyCRD 8183771 · Orlando, FL
  IA RegisteredBroker
• Madison OrourkeCRD 7295719 · San Diego, CA
  IA RegisteredBroker
• Archie Corwin OsbornCRD 5846209 · Westlake, TX
  Broker
• Michael Y OseiCRD 5272446 · Omaha, NE
  Broker
• Philip Kwame OseiCRD 5041023 · Jersey City, NJ
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Thomas OserowCRD 5840583 · Lone Tree, CO
  IA RegisteredBroker
• Daniil Yurievich OsipovCRD 6970937 · Orlando, FL
  Broker
• Daniel OsorioCRD 6843680 · El Segundo, CA
  IA RegisteredBroker
• Michael Thomas OsswaldCRD 7073686 · Westlake, TX
  IA RegisteredBroker
• Gregory Robert OstroskyCRD 6527435 · Lone Tree, CO
  IA RegisteredBroker
• Erin Marie OsullivanCRD 5113075 · Westlake, TX
  Broker
• Owen Gene OshaughnessyCRD 7698805 · St Louis, MO
  IA RegisteredBroker
• Patricia OsullivanCRD 2962461 · Oxnard, CA
  IA RegisteredBroker
• Timothy Patrick OtooleCRD 6997129 · Lone Tree, CO
  Broker
• Jordan James OttCRD 5311083 · Omaha, NE
  Broker
• James Arthur OttesonCRD 5106495 · Phoenix, AZ
  Broker
• Vincent Thomas OttoCRD 6591631 · El Paso, TX
  Broker
• Samantha Kaye OvalleCRD 5066523 · Westlake, TX
  Broker
• David Gene OverholserCRD 3101801 · Raleigh, NC
  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.