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 293 of 341

• Michael Joseph SocciCRD 3156613 · Boston, MA
  IA RegisteredBroker
• Aubrey Jean SochaCRD 6251582 · Westlake, TX
  IA RegisteredBroker
• Natalia Maria SochaCRD 7698942 · Schaumburg, IL
  IA RegisteredBroker
• Brian David SockowCRD 7117603 · Austin, TX
  IA RegisteredBroker
• Brian SognefestCRD 2771196 · Mission Viejo, CA
  IA RegisteredBroker
• Christopher Chad SoileauCRD 4790640 · Lafayette, LA
  IA RegisteredBroker
• Daniel Patrick Wayne SoileauCRD 7909761 · Westlake, TX
  Broker
• Christopher Dyna SokCRD 7852171 · Eden Prairie, MN
  IA RegisteredBroker
• Andres SolCRD 7407049 · Westlake, TX
  Broker
• Delfinaa SolankiCRD 6708287 · Phoenix, AZ
  IA RegisteredBroker
• Samantha Lynn SolbergCRD 7611294 · San Francisco, CA
  IA RegisteredBroker
• Vanessa Anmarie SolisCRD 7586440 · Seal Beach, CA
  IA RegisteredBroker
• Jesus Solis JrCRD 7175938 · Westlake, TX
  Broker
  Disclosure event(s) on record
• Charles SolomonCRD 1731092 · Lake Grove, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• John Briggs SolomonCRD 8004305 · Westlake, TX
  Broker
• Shameen Devina SolomonCRD 6761514 · Reno, NV
  IA RegisteredBroker
• Alexandra SolteroCRD 7950101 · Bozeman, MT
  Broker
• Henry Robert SolukCRD 2637121 · Chicago, IL
  IA RegisteredBroker
• Billie-Jo Elizabeth SondagCRD 5746485 · Omaha, NE
  Broker
• Tiffany SongCRD 6879845 · Omaha, NE
  IA RegisteredBroker
• Joseph K SonnierCRD 7118269 · Westlake, TX
  Broker
• Thomas SoraCRD 6994385 · Chicago, IL
  IA RegisteredBroker
• Colby SorensenCRD 6539062 · Lone Tree, CO
  IA RegisteredBroker
• Jacob F SorensenCRD 7026452 · Omaha, NE
  Broker
• Michael Scott SorensenCRD 6365620 · Lone Tree, CO
  IA RegisteredBroker
• Abigail SoriaCRD 7557291 · Austin, TX
  Broker
• Misty A SorianoCRD 5140753 · Westlake, TX
  IA RegisteredBroker
• Tiffany Starr SorrellCRD 5379557 · Lone Tree, CO
  Broker
• Kyle SorrentinoCRD 8198307 · Lone Tree, CO
  Broker
• Antonella Sorrentino AlvarezCRD 8225848 · Orlando, FL
  Broker
• Rachel SosaCRD 7674539 · St Louis, MO
  Broker
• Alan Mauricio SotoCRD 7593884 · Westlake, TX
  IA RegisteredBroker
• Janell Deanne SotoCRD 6056172 · Austin, TX
  IA RegisteredBroker
• Elizabeth Soto CalvaCRD 7342563 · Westlake, TX
  IA RegisteredBroker
• Ryan Soto GarciaCRD 7947278 · Indianapolis, IN
  Broker
• Sthephanie Marih Soto OcasioCRD 8200765 · Omaha, NE
  Broker
• Alejandro SouleCRD 8007241 · Westlake, TX
  Broker
• Matthew SoulesCRD 7829707 · Austin, TX
  Broker
• Maxx SoulliereCRD 6964896 · Orlando, FL
  IA RegisteredBroker
• David Lindsay SourkCRD 2257589 · Phoenix, AZ
  IA RegisteredBroker
• Naji Marie SouserCRD 5059466 · Westlake, TX
  Broker
• Madeline Leadem SouthernCRD 6816406 · San Francisco, CA
  Broker
• Joseph SouvignierCRD 7453254 · Phoenix, AZ
  Broker
• Nicholas Edward SovaCRD 7255471 · Lone Tree, CO
  Broker
• Timothy A SovereignCRD 5298230 · Westlake, TX
  BrokerRegistration inactive
• Aidan Paul SowryCRD 7584991 · Austin, TX
  IA RegisteredBroker
• Jeffrey Thomas SpaceCRD 4451178 · Bedford, NH
  IA RegisteredBroker
• Brian SpaethCRD 4199730 · Indianapolis, IN
  Broker
• Kenneth SpaffordCRD 5096978 · Orlando, FL
  IA RegisteredBroker
• Brian Michael SpannCRD 7539377 · 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 Sep 1, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.