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 238 of 341

• Valerie Ann PateCRD 5314365 · Omaha, NE
  IA RegisteredBroker
• Bansi PatelCRD 7673030 · Orlando, FL
  IA RegisteredBroker
• Kalpesh Hasmukh PatelCRD 4228366 · Horsham, PA
  IA RegisteredBroker
• Parandi Mahesh PatelCRD 4951979 · Orlando, FL
  IA RegisteredBroker
• Pavan Darshan PatelCRD 8218778 · Orlando, FL
  Broker
• Priyanka PatelCRD 7853605 · Westlake, TX
  Broker
• Rakesh PatelCRD 6245623 · Westlake, TX
  IA RegisteredBroker
• Rushi Urvish PatelCRD 7737766 · Orlando, FL
  IA RegisteredBroker
• Rushil PatelCRD 7378837 · Phoenix, AZ
  IA RegisteredBroker
• Tanner PaternoCRD 7980266 · Chestnut Hill, MA
  Broker
• Niranjan Purushottam PathareCRD 7674467 · Westlake, TX
  Broker
• Ashley PatinoCRD 7591217 · Westlake, TX
  Broker
• Missy Yvonne PatinoCRD 6528307 · El Paso, TX
  Broker
  Disclosure event(s) on record
• Paola PatinoCRD 7747321 · Austin, TX
  Broker
• Andrea Liliana Patino GalindoCRD 7287070 · Boston, MA
  IA RegisteredBroker
• Katerine Patino MadrigalCRD 7862976 · Atlanta, GA
  IA RegisteredBroker
• Jay James PatneaudeCRD 4145443 · Omaha, NE
  IA RegisteredBroker
• Marjorie Samonte PatricioCRD 6472297 · El Paso, TX
  Broker
• Chloe Ann PatrickCRD 7725938 · Orlando, FL
  Broker
• Haylie Mclean PatrickCRD 7740630 · Denver, CO
  IA RegisteredBroker
• Teresa PatrickCRD 5659559 · Santa Monica, CA
  IA RegisteredBroker
• Cynthia Louise PatryCRD 4681947 · Wichita, KS
  IA RegisteredBroker
• Yanick Stefan PattCRD 8018505 · Omaha, NE
  Broker
• Christopher Michael PattenCRD 8154256 · San Mateo, CA
  IA RegisteredBroker
• Jerrin P PattersonCRD 3247193 · Indianapolis, IN
  Broker
  Disclosure event(s) on record
• Stephanie Ann PattersonCRD 5485721 · Omaha, NE
  Broker
• Tyler Andrew PattersonCRD 7347488 · St Louis, MO
  IA RegisteredBroker
• Dominique PattonCRD 8072221 · Omaha, NE
  Broker
• Mae Dean PattonCRD 7262288 · Omaha, NE
  IA RegisteredBroker
  Disclosure event(s) on record
• Shari L PattonCRD 6082206 · Omaha, NE
  Broker
• Arthur Allen PatyCRD 8187357 · Austin, TX
  Broker
• Conner Lee PatyCRD 7298407 · Westlake, TX
  IA RegisteredBroker
• Dana Maria PaulCRD 6181437 · Orlando, FL
  IA RegisteredBroker
• Nya PaulCRD 7562683 · Omaha, NE
  Broker
• Ryan Patrick PaulCRD 5494195 · Omaha, NE
  Broker
• Weston PaulCRD 7906451 · Westlake, TX
  Broker
• Colleen Elise PaulsenCRD 4905348 · Austin, TX
  Broker
• Richard PaulsonCRD 5448324 · Chicago, IL
  Broker
  Disclosure event(s) on record
• Andrew Thomas PaulusCRD 7702504 · Austin, TX
  Broker
• Celena S PawlingCRD 6879236 · Omaha, NE
  IA RegisteredBroker
• Gilberto Elien Payan GarfioCRD 8038784 · Lone Tree, CO
  Broker
• Anjali Kristina PaymanCRD 7571163 · Orlando, FL
  Broker
• Jason PayneCRD 6941576 · Westlake, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Joanna Jean Elizabeth PayneCRD 4564858 · Austin, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Kason Brant PayneCRD 8174502 · Phoenix, AZ
  Broker
• Lindsey M PayneCRD 5265135 · Omaha, NE
  IA RegisteredBroker
• Lisa Nicole PayneCRD 5810397 · Orlando, FL
  Broker
• William Ryan PayneCRD 7497329 · Westlake, TX
  Broker
  Disclosure event(s) on record
• Sebastian PazCRD 7844723 · Orlando, FL
  IA RegisteredBroker
• Edward Stiles PeabodyCRD 7735026 · Tysons Corner, VA
  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.