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 230 of 341

• Ashita Axit PatelCRD 5515374 · Jersey City, NJ
  IA RegisteredBroker
• Monika Rajendraprasad PatelCRD 6384848 · Orlando, FL
  Broker
• Ravin Urmish PatelCRD 6345810 · Asheville, NC
  IA RegisteredBroker
• Sunny PatelCRD 6520197 · Orlando, FL
  Broker
• Aubrie Lynn PatersonCRD 5461948 · Omaha, NE
  Broker
• Jordan Mikhail PatrickCRD 7477864 · Lone Tree, CO
  Broker
• Denise Michelle PatridgeCRD 1192167 · Portland, OR
  IA RegisteredBroker
• Dennis PattersonCRD 4145009 · Omaha, NE
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian R PattisonCRD 2916342 · Phoenix, AZ
  IA RegisteredBroker
• Bradley Robert PattonCRD 5998909 · Westlake, TX
  IA RegisteredBroker
• Joseph Marc PattrinCRD 5980313 · Omaha, NE
  IA RegisteredBroker
• Pool PaucarCRD 5545978 · Orlando, FL
  IA RegisteredBroker
• Angela Mae PaulCRD 4075029 · Orlando, FL
  Broker
• Charles Joseph PaulCRD 5471603 · Omaha, NE
  Broker
• Cynthia Marie PaulCRD 1251967 · Orlando, FL
  IA RegisteredBroker
• John Francis PaulCRD 5287672 · Orlando, FL
  Broker
• Harold Hugh Paul JrCRD 6391983 · Lone Tree, CO
  Broker
• Adam Richard PaulsenCRD 2720089 · Lone Tree, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Brandon James PaulsonCRD 5456298 · Phoenix, AZ
  Broker
• Seth Stephen PawlingCRD 5475535 · Omaha, NE
  Broker
• Candice Kay PaxtonCRD 5069465 · Phoenix, AZ
  Broker
• Aaron Julian PayanCRD 5730915 · Midland, TX
  IA RegisteredBroker
• Alberto PayanCRD 6960614 · El Paso, TX
  Broker
• Nandita PaymanCRD 6000780 · Orlando, FL
  Broker
• Andre Frederick Payson IICRD 4774404 · Omaha, NE
  IA RegisteredBroker
• Alexander PazCRD 7446656 · Orlando, FL
  Broker
• Mario PazCRD 7312340 · El Paso, TX
  Broker
• David Milan PazourekCRD 2436988 · Beaverton, OR
  IA RegisteredBroker
  Disclosure event(s) on record
• Rachael Marie PeacockCRD 4670118 · Westlake, TX
  Broker
• Tory Nicole PeakCRD 6848239 · Omaha, NE
  Broker
• Benjamin Michael PearceCRD 5898764 · Orlando, FL
  IA RegisteredBroker
• Jane Alice PearceCRD 2440787 · Orlando, FL
  Broker
• Clinton David PearcyCRD 5110729 · Omaha, NE
  Broker
• David Eugene PearsonCRD 2822665 · Carmel, IN
  Broker
• Gregory Lance PearsonCRD 5619329 · Omaha, NE
  IA RegisteredBroker
• William Douglas PearsonCRD 2389435 · Austin, TX
  Broker
• Ashley Janae PecharichCRD 7266260 · Phoenix, AZ
  Broker
• Sean Phillip PeckCRD 5242261 · Lone Tree, CO
  IA RegisteredBroker
• Carmen Hidalgo PedersenCRD 4207433 · Westlake, TX
  Broker
• Mark Lee PedersenCRD 2814317 · Westlake, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Lawrence PedroCRD 5979358 · Phoenix, AZ
  Broker
• Thomas Scott PeelCRD 6085916 · Plano, TX
  IA RegisteredBroker
• Matthew Lee PeelorCRD 6613072 · Indianapolis, IN
  Broker
• Eugene Kok Wei PehCRD 6643654 · Austin, TX
  Broker
• Goran PejicCRD 5945402 · Phoenix, AZ
  Broker
• Kelly Nicole Sain PekloCRD 5160911 · Omaha, NE
  IA RegisteredBroker
• Michael Richard PekloCRD 5003609 · Omaha, NE
  Broker
• Justin Clark PeknyCRD 2879692 · Omaha, NE
  Broker
• Melisia Diane PeknyCRD 3247011 · Omaha, NE
  Broker
• Walter J PeleshenkoCRD 5461833 · Orlando, FL
  Broker

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.