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 231 of 341

• Keith Michael PelkeyCRD 2524734 · West Hartford, CT
  IA RegisteredBroker
• Joshua James PellaCRD 6658890 · Omaha, NE
  IA RegisteredBroker
• Paul Andrew PelleritoCRD 3137625 · Omaha, NE
  Broker
• Davion Pelmore-SheltonCRD 7498932 · Naperville, IL
  IA RegisteredBroker
• Estevan Xavier PenaCRD 6858590 · Orlando, FL
  Broker
• Matthew William PencerCRD 6969450 · Campbell, CA
  IA RegisteredBroker
• Stephen D PendergraftCRD 7380031 · Phoenix, AZ
  Broker
• Amy Chi-Fan PengCRD 5292851 · Pasadena, CA
  IA RegisteredBroker
• Josephine Anna PenleyCRD 5196995 · Phoenix, AZ
  IA RegisteredBroker
• Dakota Ann PenmanCRD 7205778 · Lone Tree, CO
  IA RegisteredBroker
• James Forrest PenneyCRD 5076767 · Orlando, FL
  Broker
• John A PenneyCRD 6655216 · Orlando, FL
  IA RegisteredBroker
• Evan James PenningtonCRD 7418920 · Westlake, TX
  IA RegisteredBroker
• James M PenningtonCRD 5492375 · Ormond Beach, FL
  IA RegisteredBroker
• Cody PeppCRD 7338566 · Phoenix, AZ
  Broker
• Jonathan PeraltaCRD 7401468 · Tampa, FL
  IA RegisteredBroker
• Andrew Scott PerdueCRD 7301658 · Westlake, TX
  Broker
• Anthony Manuel PereiraCRD 2820273 · Poughkeepsie, NY
  IA RegisteredBroker
• Cameron Alexander PerezCRD 7285604 · Jacksonville, FL
  IA RegisteredBroker
• Daniel Carlos PerezCRD 2623870 · Phoenix, AZ
  Broker
• Denise PerezCRD 5910682 · Westlake, TX
  Broker
  Disclosure event(s) on record
• Kimberly Yvette PerezCRD 8162936 · Omaha, NE
  Broker
• Mark Alden PerezCRD 1477803 · Los Angeles, CA
  IA RegisteredBroker
• Sherry Elizabeth PerezCRD 6319585 · Austin, TX
  BrokerRegistration inactive
• America Azucena Perez-IsidoroCRD 6831786 · Westlake, TX
  Broker
• Richard George PerhachCRD 5804404 · Phoenix, AZ
  Broker
• Veerapan PeriananCRD 6441842 · Lone Tree, CO
  IA RegisteredBroker
• Gregory Donald PerkinCRD 3127791 · Lone Tree, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Sandra Barrett PerkinCRD 2618330 · Lone Tree, CO
  IA RegisteredBroker
• Carey Alexander PerkinsCRD 3185888 · Lone Tree, CO
  IA RegisteredBroker
• Christopher Todd PerkinsCRD 5754329 · Westlake, TX
  Broker
• Richard Ellis PerkinsCRD 2851430 · Orlando, FL
  Broker
• Antonio PerlainCRD 4612800 · Sarasota, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael A PermillionCRD 3165086 · Lone Tree, CO
  Broker
• Steven M PerrinCRD 6986256 · Phoenix, AZ
  IA RegisteredBroker
• Angela C PerryCRD 4157713 · Phoenix, AZ
  Broker
• Bradley Tyler PerryCRD 2645308 · Dallas, TX
  IA RegisteredBroker
• Brian Scott PerryCRD 5115067 · Westlake, TX
  Broker
• Kristin M PerryCRD 5007796 · Chicago, IL
  Broker
• Phillip Michael PerryCRD 6835512 · Westlake, TX
  Broker
• Walter Gordon PerryCRD 2643706 · Lone Tree, CO
  Broker
• Laurie PertileCRD 4127604 · Westlake, TX
  IA RegisteredBroker
• Todd Matthew PerttulaCRD 2419901 · Novi, MI
  IA RegisteredBroker
• Andrew James PeterCRD 6339416 · Cincinnati, OH
  IA RegisteredBroker
• Pauline Patricia PeterkinCRD 2207456 · Orlando, FL
  Broker
• Brendon John PetersCRD 5728868 · Indianapolis, IN
  IA RegisteredBroker
• Joanna Westhafer PetersCRD 5739515 · Phoenix, AZ
  IA RegisteredBroker
• Karen Jene PetersCRD 4091400 · Westlake, TX
  Broker
• Brandon Michael PetersenCRD 5424602 · Omaha, NE
  Broker
• Christian Allen PetersenCRD 7321883 · Menlo Park, CA
  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.