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 228 of 341

• Eliza Katherine OrmuzCRD 7515479 · Fort Worth, TX
  IA RegisteredBroker
• Sandra Elizabeth OrozcoCRD 5341424 · El Paso, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Devin OrrCRD 7309806 · Atlanta, GA
  IA RegisteredBroker
• Debra OrrettCRD 7590116 · Phoenix, AZ
  Broker
• Joseph OrtaCRD 7305130 · Orlando, FL
  Broker
• Agustin Vicente OrtizCRD 7366616 · Oakland, CA
  IA RegisteredBroker
• Albaneliz OrtizCRD 7613459 · Orlando, FL
  IA RegisteredBroker
• Daniel Alfredo OrtizCRD 7587527 · Orlando, FL
  Broker
• Maya OrtizCRD 7675814 · Westlake, TX
  Broker
• Michele Frencine OrtizCRD 2219978 · Lone Tree, CO
  Broker
• David R OrtmanCRD 4006494 · Lone Tree, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Madison Celene OrtmeyerCRD 7736840 · Scottsdale, AZ
  IA RegisteredBroker
• Olusegun OsayemiCRD 7528453 · Middleton, WI
  IA RegisteredBroker
• Adrian OsborneCRD 8195506 · Seattle, WA
  IA RegisteredBroker
• Benjamin Chase OsborneCRD 7393292 · Westlake, TX
  IA RegisteredBroker
• Robert Alexander OsborneCRD 3201019 · Sarasota, FL
  IA RegisteredBroker
• William John OsborneCRD 1305528 · Rockford, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Julia OsegueraCRD 7596691 · Omaha, NE
  Broker
• Grant OslanCRD 7557303 · Phoenix, AZ
  Broker
• Mason Turner OstaszCRD 7734496 · Lone Tree, CO
  IA RegisteredBroker
• Margaret E OstendorfCRD 2498494 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Mario C Osuna GavicaCRD 7882569 · Phoenix, AZ
  Broker
• Jorge Rodolfo Osuna MoyaCRD 6821979 · Lone Tree, CO
  IA RegisteredBroker
• Chang OsurmanCRD 7368544 · Orlando, FL
  IA RegisteredBroker
• Michael Timothy OswaldCRD 6747891 · Leesburg, VA
  IA RegisteredBroker
• Rachael Lynn OtenbergerCRD 6308618 · Orlando, FL
  Broker
• Veronica Nicole OteroCRD 6598346 · Chandler, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Uriel Yobani Otero RoqueCRD 7364436 · Westlake, TX
  Broker
• Rafael Cliefverth OtoyaCRD 6372023 · Westlake, TX
  IA RegisteredBroker
• Vincent Michael OttavianoCRD 6486203 · Las Vegas, NV
  IA RegisteredBroker
• Lauren OttingerCRD 6272885 · San Francisco, CA
  BrokerRegistration inactive
• Kunjie OuCRD 7995025 · Cupertino, CA
  IA RegisteredBroker
• Raymond OuchCRD 6913644 · Westlake, TX
  Broker
• Brendan Murray OursCRD 7541276 · Chicago, IL
  IA RegisteredBroker
• Alexander Alireza OutzenCRD 6904802 · Lone Tree, CO
  IA RegisteredBroker
• Jose Alberto OvalleCRD 6917613 · Westlake, TX
  Broker
• Sara OvalleCRD 7678989 · Westlake, TX
  Broker
• Charles Evans Overall JrCRD 7379658 · St Louis, MO
  Broker
• Fernando OviedoCRD 6747513 · Westlake, TX
  Broker
• Nicholas D OwczarzakCRD 7408407 · Cranberry Township, PA
  IA RegisteredBroker
• Anthony Brent OwenCRD 5918806 · Atlanta, GA
  IA RegisteredBroker
• Clayton OwenCRD 1488645 · Westlake, TX
  Broker
• Alicia J OwensCRD 5413100 · Omaha, NE
  Broker
• Chelsea Nicole OwensCRD 6353772 · Jersey City, NJ
  IA RegisteredBroker
• Darrian Marcus OwensCRD 7580083 · Phoenix, AZ
  Broker
• Marshall Scott OwensCRD 6122699 · Austin, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Zachary OwensCRD 7875028 · Orlando, FL
  Broker
• George OwusuCRD 7670155 · Albany, NY
  IA RegisteredBroker
• Amaris I OxleyCRD 7170949 · Westlake, TX
  Broker
• Richard PabisCRD 6570777 · 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.