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 275 of 341

• Kyle Jeffrey SmithCRD 6411194 · Westlake, TX
  IA RegisteredBroker
• Lauren E SmithCRD 5818615 · Lone Tree, CO
  Broker
• Levi M SmithCRD 6801626 · Indianapolis, IN
  IA RegisteredBroker
• Logan Klassen SmithCRD 7189206 · Austin, TX
  Broker
• Madison SmithCRD 6936356 · Westlake, TX
  Broker
• Mark Stephan SmithCRD 7097619 · Westlake, TX
  Broker
• Marney Louise SmithCRD 6952331 · Lone Tree, CO
  Broker
• Matthew Joel SmithCRD 4915304 · Westlake, TX
  IA RegisteredBroker
• Matthew David SmithCRD 6253416 · San Francisco, CA
  IA RegisteredBroker
• Michael Carlton SmithCRD 3071327 · Knoxville, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael SmithCRD 2826722 · Westlake, TX
  Broker
• Michael Keith SmithCRD 5449889 · Indian Wells, CA
  IA RegisteredBroker
• Michelle Kathleen SmithCRD 6287030 · Orlando, FL
  Broker
• Mikaela Sharee SmithCRD 6702795 · Phoenix, AZ
  Broker
• Nathan Tyler SmithCRD 6137866 · Richfield, OH
  IA RegisteredBroker
• Rebecca Marie SmithCRD 7336433 · Westlake, TX
  Broker
• Robert D SmithCRD 5846191 · Phoenix, AZ
  IA RegisteredBroker
• Ronald Ray SmithCRD 4341452 · Lone Tree, CO
  Broker
  Disclosure event(s) on record
• Rosalie Grace SmithCRD 7465470 · Westlake, TX
  IA RegisteredBroker
• Ruston Mcallister SmithCRD 5219289 · Lone Tree, CO
  Broker
• Ryan James SmithCRD 6169195 · Morristown, NJ
  IA RegisteredBroker
• Ryan J SmithCRD 6363249 · Chesterfield, MO
  IA RegisteredBroker
• Samuel SmithCRD 6470341 · Chestnut Hill, MA
  IA RegisteredBroker
• Sean Thomas SmithCRD 6560653 · Orlando, FL
  Broker
• Stephen Milan SmithCRD 5741942 · Newport Beach, CA
  IA RegisteredBroker
• Sterling Kristopher SmithCRD 6864978 · Westlake, TX
  Broker
• Steven Lewis SmithCRD 3003921 · San Antonio, TX
  IA RegisteredBroker
• Tara Jane SmithCRD 3168252 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Timothy S SmithCRD 2383266 · Westlake, TX
  Broker
• Tucker Max SmithCRD 2533874 · Lone Tree, CO
  IA Registered
• William SmithCRD 7360971 · Lone Tree, CO
  IA RegisteredBroker
• Nicholas Charles SmockCRD 5985835 · Westlake, TX
  Broker
• Ethan Jeffrey SmoldtCRD 6756391 · Orlando, FL
  IA RegisteredBroker
• Adam Roth SmolnyckiCRD 6051272 · Knoxville, TN
  IA RegisteredBroker
• Everett Dwane SmootsCRD 6140985 · Westlake, TX
  Broker
• Mitchell Wayne SmythCRD 5072956 · Indianapolis, IN
  IA RegisteredBroker
• Tanya Christine Smyth-HoganCRD 7120145 · Westlake, TX
  Broker
• Biron Harrison SmytheCRD 5963810 · Jacksonville Beach, FL
  IA RegisteredBroker
• Joseph SneedCRD 4476827 · Chicago, IL
  IA RegisteredBroker
• Christopher Robert SneeringerCRD 4211458 · Westlake, TX
  Broker
• Garrett William SnellCRD 7122296 · Bethesda, MD
  IA RegisteredBroker
• Anthony Taylor SniderCRD 5334436 · Indianapolis, IN
  Broker
• Eddie Ray SnowCRD 3098740 · Farmington, UT
  IA RegisteredBroker
• Matthew Alan SnowCRD 6732809 · St Louis, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Christopher Adin SnowlingCRD 2554536 · Washington, DC
  IA RegisteredBroker
• James Edward SnyderCRD 4981345 · Marlton, NJ
  IA RegisteredBroker
• Nathan Lucas SocratesCRD 6603233 · Indianapolis, IN
  IA RegisteredBroker
• Dustin G SoderholmCRD 5892347 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Roderick Mayo SogocioCRD 2736800 · Indianapolis, IN
  IA RegisteredBroker
• Jeffrey R SokolCRD 6834190 · Phoenix, AZ
  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.