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 292 of 341

• Heather SmithCRD 5736394 · Westlake, TX
  IA RegisteredBroker
• Ian William SmithCRD 5256161 · Fairfield, CT
  IA RegisteredBroker
• India SmithCRD 8077420 · Phoenix, AZ
  Broker
• Jason Christopher SmithCRD 8143261 · Indianapolis, IN
  Broker
• Jeffrey SmithCRD 4623685 · Cottonwood Heights, UT
  IA RegisteredBroker
• Jeffrey Allen SmithCRD 8053296 · Lone Tree, CO
  Broker
• Marcus Neil SmithCRD 2329830 · Westlake, TX
  Broker
• Mason Christopher SmithCRD 7368972 · Irvine, CA
  IA RegisteredBroker
• Melodie L SmithCRD 6880741 · Westlake, TX
  IA RegisteredBroker
• Michael Bennet SmithCRD 7896334 · Westlake, TX
  Broker
• Nathan Frederick SmithCRD 4905366 · Westlake, TX
  IA RegisteredBroker
• Nathan Croft SmithCRD 8088121 · Alpharetta, GA
  IA RegisteredBroker
• Nathan SmithCRD 7992810 · Westlake, TX
  Broker
• Nathaniel H SmithCRD 7865709 · Omaha, NE
  Broker
• Olivia Marie SmithCRD 7718917 · Newport Beach, CA
  IA RegisteredBroker
• Patrick John SmithCRD 5049635 · Lone Tree, CO
  IA RegisteredBroker
• Paula A SmithCRD 3228247 · Lone Tree, CO
  IA RegisteredBroker
• Philip Campbell SmithCRD 5282482 · Lone Tree, CO
  IA RegisteredBroker
• Richard Austin SmithCRD 6231178 · Salem, OR
  Broker
• Robert Andrew SmithCRD 7826316 · Lone Tree, CO
  Broker
• Robert Edward SmithCRD 6693105 · Orlando, FL
  IA RegisteredBroker
• Scott Jared SmithCRD 4020215 · Westlake, TX
  Broker
• Sean J SmithCRD 2874143 · Orlando, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Shane Stephen SmithCRD 4472844 · Westlake, TX
  IA RegisteredBroker
• Staci SmithCRD 2143653 · Henderson, NV
  IA RegisteredBroker
• Sterling John SmithCRD 2172921 · Orlando, FL
  Broker
  Disclosure event(s) on record
• Terrance Bronchea SmithCRD 7690146 · College Station, TX
  IA RegisteredBroker
• Trisha Lynn SmithCRD 7500491 · Westlake, TX
  Broker
• Tyler Evan Joshua SmithCRD 7247637 · Millburn, NJ
  IA RegisteredBroker
• Tyler J SmithCRD 8164155 · Lone Tree, CO
  Broker
• Tyler Andrew SmithCRD 7364876 · Westlake, TX
  Broker
• William S SmithCRD 6609554 · Phoenix, AZ
  IA RegisteredBroker
• Daniel R Smith-CastilloCRD 6318744 · Phoenix, AZ
  Broker
  Disclosure event(s) on record
• Camden SmithburgCRD 8039910 · Lone Tree, CO
  IA RegisteredBroker
• Stephen Brannon SmoakCRD 7719604 · Westlake, TX
  Broker
• Emily L SmythCRD 6581167 · Austin, TX
  IA RegisteredBroker
• Benjamin SnedekerCRD 7833737 · Westlake, TX
  Broker
• Joseph F SneeCRD 7434246 · Towson, MD
  IA RegisteredBroker
• William August SnellCRD 7293151 · Pleasant Grove, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Dylan SniderCRD 8009883 · Austin, TX
  Broker
• Viktoriya SnozCRD 8025777 · Bellevue, WA
  IA RegisteredBroker
• Jared SnyderCRD 7314210 · Brea, CA
  IA RegisteredBroker
• Jeffrey Brian SnyderCRD 2369893 · San Ramon, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Joshua Donald SnyderCRD 8020830 · Phoenix, AZ
  Broker
• Kenneth Charles SnyderCRD 6987518 · St Louis, MO
  Broker
• Mark Stephen SnyderCRD 5591561 · Westlake, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Maximilian SoaresCRD 7652256 · Upland, CA
  IA RegisteredBroker
• Anna May SobczakCRD 6436560 · Orlando, FL
  IA RegisteredBroker
• Tanja Anna SobingCRD 6761266 · El Paso, TX
  Broker
• Gautam SobtiCRD 4145051 · Chicago, IL
  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 Sep 1, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.