Charles Schwab & Co., Inc.
RIA
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 240 of 341
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Ryan James PenshornCRD 3097424 · Westlake, TXIA RegisteredBroker
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Nathaniel Gitano PepeCRD 6178960 · Austin, TXIA RegisteredBroker
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Kari Jean PepelnjakCRD 2881675 · Phoenix, AZIA RegisteredBroker
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Bryan Hugh PepperCRD 5040301 · Newport Beach, CAIA RegisteredBroker
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Mark William PepperCRD 2315628 · Lone Tree, COBroker
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Noah PequignotCRD 7831713 · Indianapolis, INBroker
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David F PeracchioCRD 2812717 · Red Bank, NJIA RegisteredBroker
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Kazuki PeraltaCRD 8213133 · Lone Tree, COBroker
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Mariah Raeann PeraltaCRD 7837254 · Phoenix, AZBroker
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Robert Eric PeraltaCRD 5188268 · Westlake, TXIA RegisteredBroker
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Jacob Elliott PercyCRD 8154000 · Tulsa, OKBroker
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Lesly PerdomoCRD 8030356 · Westlake, TXBroker
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Alejandro Perdomo PinoCRD 8195514 · Lone Tree, COBroker
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Jorge Ivan PereiraCRD 5120781 · Austin, TXIA RegisteredBroker
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Samuel PereiraCRD 7638183 · Orlando, FLIA RegisteredBroker
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Asoka Janaka PereraCRD 2828481 · Boulder, COBroker
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Ana Sofia PeresandiCRD 7388265 · Los Angeles, CAIA RegisteredBroker
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Alexy Arturo PerezCRD 8122847 · Orlando, FLBroker
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Anthony PerezCRD 7986147 · Austin, TXBroker
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Ariel Renee Hartman PerezCRD 8217390 · Henderson, NVIA RegisteredBroker
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Charles PerezCRD 7664681 · Los Angeles, CAIA RegisteredBroker
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Nicole Lynn PerezCRD 6794204 · Phoenix, AZIA RegisteredBroker
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Paola Rubi PerezCRD 7295537 · El Paso, TXBroker
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Rebeca Cecilia PerezCRD 5655664 · Westlake, TXBroker
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Steven PerezCRD 4696988 · Westlake, TXIA RegisteredBroker
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Taylor Bailey PerezCRD 7561755 · Westlake, TXBroker
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Jose Francisco Perez ManceraCRD 7692081 · Phoenix, AZIA RegisteredBroker
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Juan Perez VillalobosCRD 7118312 · Westlake, TXRegistration inactive
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Areli Vivian Perez- EspinozaCRD 7865668 · Lone Tree, COBroker
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Jesus Alejandro Perez-VidanaCRD 6713786 · Westlake, TXBrokerDisclosure event(s) on record
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Alexander PerinCRD 6824448 · Indianapolis, INBroker
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Donald D PerineCRD 2761792 · Phoenix, AZBroker
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Amanda Rae PerkinsCRD 5707184 · Cincinnati, OHIA RegisteredBroker
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Kate Lynn PerkinsCRD 6270541 · Indianapolis, INBroker
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Karen Michel PerkinsCRD 7442446 · Indianapolis, INBroker
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Kimberly Lynn PerkinsCRD 7745924 · Indianapolis, INBroker
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Mark Torrence PerkinsCRD 5690868 · Austin, TXBrokerDisclosure event(s) on record
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Talaya Monette PerkinsCRD 7321774 · Phoenix, AZIA RegisteredBroker
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Addison Mae PerlmutterCRD 7567087 · Phoenix, AZIA RegisteredBroker
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Benjamin Hy PerlowCRD 7151035 · Alpharetta, GAIA RegisteredBroker
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Zachary John PerretCRD 6924721 · Westlake, TXIA RegisteredBroker
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Adam David PerryCRD 8096533 · New York City, NYIA RegisteredBroker
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Dawna L PerryCRD 2744243 · Lone Tree, COBroker
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Dustin B PerryCRD 6798197 · Phoenix, AZBroker
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James Taylor PerryCRD 6655158 · Phoenix, AZIA RegisteredBroker
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Jessica Rae PerryCRD 7459819 · Phoenix, AZBroker
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Kendrick Paul PerryCRD 2693197 · Westlake, TXIA RegisteredBrokerDisclosure event(s) on record
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William Myers PerryCRD 5890841 · Richfield, OHIA RegisteredBroker
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Crystal PersaudCRD 6259184 · Orlando, FLBroker
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Kamryn PersonCRD 8027529 · Boston, MAIA 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.
SEC IAPD record for firm CRD 5393 ↗
FINRA BrokerCheck record for firm CRD 5393 ↗
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Data compiled Aug 29, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.