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 244 of 341
-
Craig Steven PorazinskiCRD 2896924 · Lone Tree, COIA RegisteredBroker
-
Jeremy Spencer PorchaCRD 6779009 · San Antonio, TXIA RegisteredBroker
-
Maciel Ian Bryce PorraoCRD 6752182 · Plano, TXIA RegisteredBrokerDisclosure event(s) on record
-
Carolyn Olene PorrasCRD 4609013 · Tulsa, OKIA RegisteredBroker
-
Jacob PorrasCRD 6385209 · Westlake, TXBroker
-
Paxton Reid PorrasCRD 7349477 · Westlake, TXIA RegisteredBroker
-
Lauren A PortelaCRD 7554954 · Phoenix, AZBrokerDisclosure event(s) on record
-
Sheila Marie PortelaCRD 5341291 · Omaha, NEBroker
-
Zachary Andrew PortelaCRD 7892765 · Phoenix, AZBroker
-
Alexus La'shae PorterCRD 8190642 · Orlando, FLBroker
-
Andrew Raymond PorterCRD 5384978 · Phoenix, AZIA RegisteredBroker
-
Conan PorterCRD 1672114 · Reno, NVIA RegisteredBroker
-
Jesse PorterCRD 7532914 · Omaha, NEBroker
-
John PorterCRD 7123978 · Omaha, NEBroker
-
Michael PorterCRD 7465741 · Westlake, TXBroker
-
Phillip Cole PorterCRD 1729758 · Lone Tree, COBroker
-
Trevhon PorterfieldCRD 7252646 · Lone Tree, COBroker
-
Marco U PortilloCRD 7332018 · El Paso, TXBroker
-
Devon PortillosCRD 8086252 · Lone Tree, COBroker
-
Jeremy Mathew PortillosCRD 7525459 · Lone Tree, COBroker
-
Natalia PortocarreroCRD 6993855 · Coral Gables, FLIA RegisteredBroker
-
Matthew Scott PortueseCRD 8096979 · Indianapolis, INBroker
-
Melissa Ann PoschCRD 5092577 · Phoenix, AZBroker
-
Anita Margaret PoseyCRD 1164104 · Lone Tree, COBroker
-
Michael Anthony PosnerCRD 4378388 · Los Angeles, CAIA RegisteredBrokerDisclosure event(s) on record
-
Jeremy Arthur PostCRD 7204275 · Portland, ORIA RegisteredBroker
-
Vlad PostonCRD 7482328 · Indian Wells, CAIA RegisteredBroker
-
Michael James PoteetCRD 7035354 · St Louis, MOBroker
-
Daniel PotockiCRD 6852661 · Orlando, FLIA RegisteredBroker
-
Maria PotterCRD 2826179 · Corte Madera, CAIA RegisteredBroker
-
Mitchell G PotterCRD 7061868 · Westlake, TXBroker
-
Stephanie Jean PotterCRD 5168388 · Lone Tree, COBroker
-
Gregory Steven PottsCRD 7040321 · Omaha, NEBroker
-
Sable Elise PottsCRD 6482125 · Los Angeles, CAIA RegisteredBroker
-
Neil M PoulicakosCRD 4204947 · Providence, RIIA RegisteredBroker
-
Scott Alan PoulsenCRD 7846573 · Boise, IDIA RegisteredBroker
-
Elesparantae PoweCRD 5650668 · Mt. Pleasant, SCIA RegisteredBroker
-
Erika PowellCRD 7913771 · Westlake, TXBroker
-
Jacob PowellCRD 8220178 · Omaha, NEBroker
-
Richard Holland PowellCRD 6194017 · Henderson, NVIA RegisteredBroker
-
Rodante L PowellCRD 6868287 · Westlake, TXBroker
-
Tyrone PowellCRD 7679368 · Westlake, TXBroker
-
Zoe PowellCRD 7467688 · Dallas, TXIA RegisteredBroker
-
Teal Renee Powell-MckinzieCRD 7539495 · Westlake, TXIA RegisteredBroker
-
Christina Leigh PowersCRD 5153999 · Phoenix, AZBroker
-
Cole PowersCRD 7748011 · Millville, NJIA RegisteredBroker
-
Joseph Bernard PowersCRD 2925786 · New York City, NYIA RegisteredBrokerDisclosure event(s) on record
-
Liam Blake PowersCRD 6701333 · Westlake, TXIA RegisteredBroker
-
Michael John PowersCRD 6626917 · Irmo, SCIA RegisteredBroker
-
Michael Patrick PowersCRD 7138127 · Chicago, ILBroker
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 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Aug 30, 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.