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 234 of 341

• Phatsany PongphachanxayCRD 5897852 · Lone Tree, CO
  Broker
• Balasubramaniam Sadasivam PonnusamyCRD 3200509 · Westlake, TX
  Broker
• Timothy David PonstingleCRD 2151184 · Westlake, TX
  IA RegisteredBroker
• Geoffrey Scott PooleyCRD 6706219 · Phoenix, AZ
  Broker
• Monica A PooleyCRD 7241912 · El Paso, TX
  Broker
• Jennifer Marie PoppeCRD 5536798 · Westlake, TX
  IA RegisteredBroker
• Mark PorcelliCRD 4448384 · Phoenix, AZ
  IA RegisteredBroker
• Daniel Lee PorterCRD 6655172 · Phoenix, AZ
  IA RegisteredBroker
• Matthew Kyle PorterCRD 6391946 · St Louis, MO
  Broker
• Mitchell Odell PorterCRD 2798361 · Phoenix, AZ
  Broker
• Tyler Austin PorterCRD 6897800 · Lone Tree, CO
  Broker
• Franklin Mauricio PortilloCRD 5413578 · San Diego, CA
  IA RegisteredBroker
• Nathanael R PosadaCRD 6975665 · San Diego, CA
  IA RegisteredBroker
• Jacqueline PosniakCRD 7003011 · Orlando, FL
  Broker
• Susan PossCRD 4097514 · Orlando, FL
  IA RegisteredBroker
• Joseph L PotratzCRD 3061523 · Omaha, NE
  IA RegisteredBroker
• Samuel Aaron PottsCRD 4109064 · Lone Tree, CO
  Broker
• George Alexander PoulosCRD 7279834 · Omaha, NE
  Broker
• Aaron Michael PowellCRD 6676873 · Westlake, TX
  Broker
• Daryl Howard PowellCRD 4717769 · Sacramento, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• James William PowellCRD 2873321 · Lone Tree, CO
  Broker
• Jordan PowellCRD 7169018 · Houston, TX
  IA RegisteredBroker
• Narado Z PowellCRD 6560655 · Orlando, FL
  Broker
• Edward Joseph PowerCRD 2278003 · Boston, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jodi Lynn PowersCRD 3114865 · Phoenix, AZ
  Broker
• Luke Daniel PowersCRD 7340013 · Lone Tree, CO
  IA RegisteredBroker
• Kimberly N PozoCRD 7228146 · Phoenix, AZ
  Broker
  Disclosure event(s) on record
• Gary Earl PrattCRD 5739315 · Phoenix, AZ
  Broker
• Taylor PratteCRD 6908097 · St Louis, MO
  Broker
• Britni Noel PreissCRD 5870942 · Lone Tree, CO
  Broker
• Joshua K PreissCRD 5990533 · Phoenix, AZ
  Broker
• Brian Thomas PrendergastCRD 2746459 · Westlake, TX
  Broker
• Sidney Yves PrepetitCRD 2932501 · Orlando, FL
  IA RegisteredBroker
• Joseph A PresaCRD 1207548 · Lone Tree, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• William Lee PresleyCRD 6616991 · Westlake, TX
  Broker
• Md PressonCRD 5607488 · Phoenix, AZ
  Broker
• Phillip Andrew PrestonCRD 4007133 · Lone Tree, CO
  BrokerRegistration inactive
• Shinnice Ashley PrestonCRD 5154326 · Omaha, NE
  Broker
• Tatiana Renae PrevalCRD 6993592 · Westlake, TX
  IA RegisteredBroker
• Anthony Zachary PriceCRD 5169097 · Colorado Springs, CO
  IA RegisteredBroker
• Jennifer Ann PriceCRD 3251654 · Omaha, NE
  Broker
• Joseph Connor PriceCRD 6896639 · Radnor, PA
  IA RegisteredBroker
• Staci Lynn PriceCRD 2700326 · Phoenix, AZ
  IA RegisteredBroker
• Jamielle Renee PriemerCRD 5714925 · Westlake, TX
  Broker
• Melvin Ranolph PrimasCRD 5442908 · Phoenix, AZ
  IA RegisteredBroker
• Deborah Hough PritchardCRD 4353528 · Charlotte, NC
  Broker
• Jennifer Lynn PritchettCRD 5786300 · Westlake, TX
  IA RegisteredBroker
• Amber Jean ProbstCRD 6097008 · Omaha, NE
  Broker
• Luke Anthony ProcopioCRD 6757669 · Omaha, NE
  Broker
• Michael Matthew PromisCRD 4867400 · Fairfield, CT
  IA RegisteredBroker
  Disclosure event(s) on record

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.