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 241 of 341

• Jennifer D PertonCRD 5272646 · Omaha, NE
  Broker
• Azucena M PetakCRD 6879171 · Lone Tree, CO
  Broker
• Andrew PetersCRD 5569518 · Indianapolis, IN
  IA RegisteredBroker
• David PetersCRD 7364293 · Winter Park, FL
  IA RegisteredBroker
• Michael David PetersCRD 3255716 · Omaha, NE
  Broker
• Richard Smith PetersCRD 5955607 · Indianapolis, IN
  IA RegisteredBroker
• Robert N PetersCRD 6830270 · Indianapolis, IN
  IA RegisteredBroker
• Brian Jordan PetersenCRD 6615039 · Alexandria, VA
  IA RegisteredBroker
• David Philip PetersenCRD 6194018 · Austin, TX
  IA RegisteredBroker
• Dena Lee PetersenCRD 4872560 · Tampa, FL
  IA RegisteredBroker
• Kelly Patrice PetersenCRD 7990782 · Austin, TX
  Broker
  Disclosure event(s) on record
• Shannon Marie PetersenCRD 2977533 · Lone Tree, CO
  Broker
• Brenden PetersonCRD 7407829 · Irvine, CA
  IA RegisteredBroker
• Brian R PetersonCRD 4320456 · Phoenix, AZ
  Broker
• Clifford K PetersonCRD 6045119 · St. George, UT
  IA RegisteredBroker
• Edward Alan PetersonCRD 5789718 · Lone Tree, CO
  Broker
• Ellen Mary PetersonCRD 7650341 · St Louis, MO
  Broker
• Erik Scott PetersonCRD 7298249 · Westlake, TX
  Broker
• Frederick William PetersonCRD 8077482 · Omaha, NE
  Broker
• Jeffrey Corwin PetersonCRD 2391663 · Orlando, FL
  IA RegisteredBroker
• Jennifer C PetersonCRD 7291306 · St Louis, MO
  Broker
• Julie Ann PetersonCRD 2305726 · Mequon, WI
  IA RegisteredBroker
• Kaleb Ryan PetersonCRD 7446571 · Westlake, TX
  Broker
• Matthew PetersonCRD 5325272 · Phoenix, AZ
  Broker
• Nathan Nicholas PetersonCRD 4931919 · Austin, TX
  Broker
  Disclosure event(s) on record
• Robert Charles PetersonCRD 6762237 · Winnetka, IL
  IA RegisteredBroker
• Ryan Cade PetersonCRD 7422802 · Westlake, TX
  Broker
• Tristan PetersonCRD 7623993 · Northbrook, IL
  IA RegisteredBroker
• Logan PethelCRD 7076864 · Atlanta, GA
  IA RegisteredBroker
• Gregory M PetrakisCRD 6453468 · Orlando, FL
  Broker
• Shayna PetreyCRD 6215635 · Indianapolis, IN
  Broker
  Disclosure event(s) on record
• Summer PetrowCRD 7693966 · Indianapolis, IN
  Broker
• Michael Paul PetrusoCRD 7503111 · Westlake, TX
  IA RegisteredBroker
• Scott John PettersenCRD 5296377 · Omaha, NE
  Broker
• Stephen M PettiCRD 2957797 · Phoenix, AZ
  Broker
• Chris PettitCRD 7496777 · Orlando, FL
  Broker
• Austin Joshua PettittCRD 7501596 · Lone Tree, CO
  IA RegisteredBroker
• Martha Lozano PetzoldCRD 6487925 · Chapel Hill, NC
  IA RegisteredBroker
• Christina Antoinette PeyerCRD 5213981 · Lone Tree, CO
  Broker
• Matthew Bishop PezelCRD 2850799 · Denver, CO
  IA RegisteredBroker
• Jenna PezzanoCRD 8091243 · Naples, FL
  IA RegisteredBroker
• Riley Bendure PfeifferCRD 6413699 · Lone Tree, CO
  Broker
• Gregory J PfeizerCRD 2820395 · Westlake, TX
  Broker
• Nicholas Paul PfleddererCRD 7737650 · Indianapolis, IN
  IA RegisteredBroker
• Dylan George PflumCRD 8215334 · San Antonio, TX
  IA RegisteredBroker
• Rebecca S PhalenCRD 2154356 · Troy, MI
  IA RegisteredBroker
• Christopher Lee PhamCRD 5607496 · Bellevue, WA
  IA RegisteredBroker
• Hoai Suong PhamCRD 7817135 · Phoenix, AZ
  Broker
• Kelly T PhamCRD 4256186 · Westlake, TX
  IA RegisteredBroker
• Nicholas Tuan PhamCRD 7697671 · Phoenix, AZ
  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.