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 271 of 341

• Mark Alan SettlemyreCRD 2070921 · Indianapolis, IN
  IA RegisteredBroker
• Austin John SeversonCRD 6856997 · Omaha, NE
  Broker
• Ryan SewardCRD 5177559 · Westlake, TX
  IA RegisteredBroker
• Jonathan SewellCRD 5658756 · Naples, FL
  IA RegisteredBroker
• Nicholas J SexauerCRD 6002539 · Menlo Park, CA
  IA RegisteredBroker
• Stephen Michael SextonCRD 5002477 · Indianapolis, IN
  IA RegisteredBroker
• Jeffrey Eric SferraCRD 5650741 · San Francisco, CA
  IA RegisteredBroker
• Stephanie Nicole ShadelCRD 5728045 · Lone Tree, CO
  IA RegisteredBroker
• Daniel Joseph ShaderCRD 6741298 · Tucson, AZ
  IA RegisteredBroker
• Derek Paul ShadickCRD 5057935 · Orlando, FL
  IA RegisteredBroker
• Bradley Neil ShaferCRD 2651054 · Westlake, TX
  Broker
• Joshua David ShaferCRD 6253527 · Lone Tree, CO
  IA RegisteredBroker
• Stephen Paul ShaferCRD 3232701 · Westlake, TX
  Broker
• Tracie Lynn ShaferCRD 5894070 · Orlando, FL
  Broker
• Tyler Aaron ShaferCRD 6880039 · St Louis, MO
  Broker
• Gina M ShafferCRD 6878494 · Fort Worth, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Irina ShageryanCRD 3245767 · Orlando, FL
  Broker
  Disclosure event(s) on record
• Chirag D ShahCRD 5095392 · Atlanta, GA
  IA RegisteredBroker
• Ismael ShahCRD 5469326 · Phoenix, AZ
  Broker
• Fahd Mohammed ShakeelCRD 7212701 · St Louis, MO
  Broker
• Kyle Steven ShanabergerCRD 6226192 · Charlotte, NC
  IA RegisteredBroker
• John Joseph ShanleyCRD 5513345 · Lone Tree, CO
  IA RegisteredBroker
• Benjamin George ShannonCRD 6107921 · Phoenix, AZ
  IA RegisteredBroker
• Thomas L ShannonCRD 4008140 · Westlake, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Daniel Martin ShapiroCRD 2583171 · Lone Tree, CO
  IA RegisteredBroker
• Khurshed A SharifovCRD 4698316 · Kennewick, WA
  IA RegisteredBroker
• Nuttan SharmaCRD 2316637 · Phoenix, AZ
  Broker
• Tasneem SharmeenCRD 7218304 · Indianapolis, IN
  IA RegisteredBroker
• Cory Lee SharpCRD 5396807 · Westlake, TX
  Broker
• Garland Overton SharpCRD 5341292 · Newport Beach, CA
  IA RegisteredBroker
• Timothy Robert SharpCRD 6534690 · Chicago, IL
  IA RegisteredBroker
• Jeffrey Scott SharpeCRD 2777022 · Upland, CA
  IA RegisteredBroker
• Daniel Alexander SharpsCRD 6287161 · Lone Tree, CO
  Broker
• Alan ShaultsCRD 1623012 · Omaha, NE
  Broker
• Daniel Ryan ShaverCRD 6888697 · St Louis, MO
  Broker
• Clifford William ShawCRD 2241484 · Westlake, TX
  Broker
• Jeremy James ShawCRD 6922276 · Omaha, NE
  Broker
• Jesse Owen ShawCRD 6636154 · Lone Tree, CO
  Broker
• William Wellborn ShawCRD 4717009 · Mountain Brook, AL
  IA RegisteredBroker
• Shane ShayCRD 4780189 · San Mateo, CA
  IA RegisteredBroker
• Deborah Ann SheaCRD 2276252 · Chestnut Hill, MA
  Broker
• Colin SheddCRD 6885212 · San Francisco, CA
  IA RegisteredBroker
• Kolton Clint SheddenCRD 7379025 · Westlake, TX
  IA RegisteredBroker
• John James SheehanCRD 2089326 · Menlo Park, CA
  IA RegisteredBroker
• Brandon Allen SheetsCRD 6741788 · Indianapolis, IN
  IA RegisteredBroker
• Nadia SheikhCRD 7032363 · Lone Tree, CO
  Broker
• Morris Deshon ShellCRD 7159014 · Westlake, TX
  Broker
• Andrew Russell SheltonCRD 5962099 · Orlando, FL
  Broker
• Anna Jean SheltonCRD 7221302 · Westlake, TX
  Broker
• Jacob David SheltonCRD 7418885 · Naples, FL
  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 31, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.