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 287 of 341

• Ariel Joseph SeidnerCRD 7482967 · Austin, TX
  IA RegisteredBroker
• Jason SeitzCRD 7736638 · Mission Viejo, CA
  IA RegisteredBroker
• Adam SelbyCRD 5647012 · Lone Tree, CO
  IA RegisteredBroker
• Daniel Benjamin SeletskyCRD 7666851 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Gerald William SellCRD 7877488 · Indianapolis, IN
  Broker
• Jale Marie SellardsCRD 7495921 · Westlake, TX
  Broker
• Alexandria Natassja SellersCRD 8181693 · Westlake, TX
  Broker
• Rachel Lynn SellmanCRD 6492174 · Reno, NV
  Broker
• Hayden Elizabeth SellsCRD 8031397 · Lone Tree, CO
  Broker
• Samuel Adams SellsCRD 7821424 · Phoenix, AZ
  IA RegisteredBroker
• Peter J SellwoodCRD 4268555 · Orlando, FL
  IA RegisteredBroker
• Kasthuri SelvakumarCRD 7316607 · Orlando, FL
  Broker
• Sameer SemerkantCRD 7567407 · Westlake, TX
  Broker
• Michael SenftCRD 7293144 · Winnetka, IL
  IA RegisteredBroker
• Lori Lapin Sar SengdaraCRD 7836948 · Las Vegas, NV
  IA RegisteredBroker
• Matthew SengphommachanhCRD 8083379 · Chicago, IL
  Broker
• Alec SengsouriyaCRD 7883173 · Westlake, TX
  Broker
  Disclosure event(s) on record
• Christian Shawn SeniorCRD 7994485 · Austin, TX
  Broker
• Salvador Sepulveda OrtizCRD 7712975 · Phoenix, AZ
  Broker
• Abigail SernaCRD 7735393 · Westlake, TX
  IA RegisteredBroker
• Samuel Lewis SernettCRD 7432830 · Lone Tree, CO
  IA RegisteredBroker
• Bryan Gregory SerpaCRD 4154776 · Lone Tree, CO
  Broker
• Jesse Carlos SerraCRD 6457399 · Irvine, CA
  IA RegisteredBroker
• Lucas Alexander SerranoCRD 7924372 · Indianapolis, IN
  Broker
• Michael Joseph SerranoCRD 7689302 · Orlando, FL
  Broker
• Patrick Jon SerranoCRD 7538495 · Chandler, AZ
  IA RegisteredBroker
• Alexa Marie SerratosCRD 6766095 · Las Vegas, NV
  IA RegisteredBroker
• David SessionsCRD 7636008 · Phoenix, AZ
  IA Registered
• Kate M SessionsCRD 6625398 · Phoenix, AZ
  Broker
• Shannon K SetterbergCRD 3264776 · Phoenix, AZ
  Broker
  Disclosure event(s) on record
• Danielle SettipaneCRD 4243409 · Lynnfield, MA
  IA RegisteredBroker
• James Phillip SettleCRD 5812777 · Orange Village, OH
  IA RegisteredBroker
• Taylor Ansell SevenantsCRD 7735271 · Phoenix, AZ
  IA RegisteredBroker
• Andrew Joseph SevertsenCRD 7438695 · St Louis, MO
  Broker
• Toby SevierCRD 6676343 · Lone Tree, CO
  BrokerRegistration inactive
• Jake Lindsey SewellCRD 7909938 · Westlake, TX
  IA RegisteredBroker
• Alexandra Nicole SextonCRD 7267222 · Westlake, TX
  IA RegisteredBroker
• Joshua Allen ShackelfordCRD 7813703 · Orlando, FL
  Broker
• Brendan ShadleCRD 7528474 · Princeton, NJ
  IA RegisteredBroker
• Causen Scott ShaferCRD 7482397 · Westlake, TX
  IA RegisteredBroker
• Delaney Joan ShafferCRD 7740671 · Phoenix, AZ
  Broker
• Jeremy ShafferCRD 6701510 · Lone Tree, CO
  IA RegisteredBroker
• William Arthur Eliot ShafferCRD 6904767 · Lone Tree, CO
  IA RegisteredBroker
• Eric ShafranCRD 7528669 · Richfield, OH
  IA RegisteredBroker
• Bikash ShahCRD 7374729 · Westlake, TX
  IA RegisteredBroker
• Fareeha ShahCRD 7623894 · Westlake, TX
  Broker
• Nikki Anne ShalleyCRD 8020526 · Westlake, TX
  Broker
• David Amiel ShalomCRD 6121679 · Westlake, TX
  IA RegisteredBroker
• Kathryn Ann ShamburgerCRD 2731678 · Lone Tree, CO
  IA RegisteredBroker
• Jonathan E ShanerCRD 2978263 · Austin, TX
  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 Sep 1, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.