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 232 of 341

• Jeffrey Scot PetersenCRD 2294967 · Phoenix, AZ
  Broker
  Disclosure event(s) on record
• Karen Kay PetersenCRD 4152165 · Omaha, NE
  Broker
• Mary Catherine PetersenCRD 5556213 · Omaha, NE
  Broker
• Adam Grant PetersonCRD 6979549 · Lone Tree, CO
  Broker
• Damien Scott PetersonCRD 7453281 · Lone Tree, CO
  IA RegisteredBroker
• Diana PetersonCRD 7050260 · Orlando, FL
  Broker
  Disclosure event(s) on record
• Janet L PetersonCRD 4236305 · Red Bank, NJ
  IA RegisteredBroker
• Michael J PetersonCRD 4492541 · Richfield, OH
  Broker
• Shawn C PetersonCRD 5303409 · Westlake, TX
  Broker
• Rebecca Peterson-MaleCRD 5006682 · Phoenix, AZ
  IA RegisteredBroker
• Matthew Thomas PetroskyCRD 6934300 · Austin, TX
  IA RegisteredBroker
• Dora Tsvetanova PetrovaCRD 5778982 · Orlando, FL
  Broker
• Michelle PetrowskiCRD 5837917 · Phoenix, AZ
  IA RegisteredBroker
• John Domenic PetteeCRD 4028712 · Phoenix, AZ
  IA RegisteredBroker
• Monika Lynn PettigrewCRD 6598264 · Westlake, TX
  Broker
• Steven Edward PettitCRD 3255751 · Omaha, NE
  Broker
• Benjamin M PettyCRD 5448146 · Frisco, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Katherine Mary PexaCRD 2779730 · Westlake, TX
  Broker
• Nathan Daniel PeyerCRD 5819712 · Lone Tree, CO
  IA RegisteredBroker
• Frank Thomas PezzelloCRD 2503609 · Phoenix, AZ
  Broker
• Dayna Lauren PfeifferCRD 6909464 · Lone Tree, CO
  Broker
• Rebecca Lynn PfeifferCRD 5100813 · Omaha, NE
  Broker
• Tyler Edward PfeifferCRD 6396772 · Omaha, NE
  Broker
• Ann Maureen PhamCRD 5676122 · Omaha, NE
  Broker
• Danny Viet PhamCRD 3041999 · Fremont, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Hong Nhung Thi PhamCRD 6834319 · Westlake, TX
  IA RegisteredBroker
• Elmer P PhanCRD 5905018 · Westlake, TX
  Broker
• Thuc-Quynh Nguyen PhanCRD 5986072 · Phoenix, AZ
  Broker
• Stella PhangCRD 7354790 · Westlake, TX
  Broker
• Erik Donovan PharrisCRD 4800985 · Lone Tree, CO
  Broker
  Disclosure event(s) on record
• Aaron Lee PhelpsCRD 3213600 · Orlando, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Amber L PhillipsCRD 6072544 · Westlake, TX
  IA RegisteredBroker
• Orlanda Joseph PhillipsCRD 6864807 · Indianapolis, IN
  Broker
• William D PhilmonCRD 5648758 · Omaha, NE
  Broker
• Patrick James PhinneyCRD 2584177 · Richfield, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Tiffany Ann PhippsCRD 6778148 · Westlake, TX
  Broker
• Colin Patrick PhoenixCRD 5846299 · Amherst, NY
  IA RegisteredBroker
• Michelle PhradichithCRD 6986662 · Walnut Creek, CA
  IA RegisteredBroker
• Amanda Louise PicardCRD 5644542 · Roseville, CA
  IA RegisteredBroker
• Salvatore PicascioCRD 6151247 · Naples, FL
  Broker
• Aurelio PicciucaCRD 2544820 · Chicago, IL
  Broker
• Joseph M PichCRD 6956175 · Indianapolis, IN
  IA RegisteredBroker
• Jared Mark PicheCRD 4328052 · Mt Kisco, NY
  IA RegisteredBroker
• Anthony Lon PichlerCRD 6827667 · Omaha, NE
  Broker
• Jonathan Lance PickardCRD 4171458 · Orlando, FL
  Broker
• Justin Michael PidcockCRD 7223036 · Lone Tree, CO
  Broker
• Stephanie Piedra-MoralesCRD 7321597 · Orlando, FL
  IA RegisteredBroker
• Robert F PiekarzCRD 4614478 · Chicago, IL
  Broker
• William Hamilton PieperCRD 6593093 · Omaha, NE
  Broker
• Benjamin Ford PierceCRD 5234663 · Omaha, NE
  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.