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 298 of 341

• Christine L SundermanCRD 6240324 · Omaha, NE
  BrokerRegistration inactive
• Christopher Allan SundquistCRD 4049886 · Westlake, TX
  Broker
• Samuel Robert SundquistCRD 7960453 · Westlake, TX
  Broker
• David Eugene SurlesCRD 6336003 · Westlake, TX
  IA RegisteredBroker
• Amanda Kaline SurrattCRD 6122746 · Lone Tree, CO
  IA RegisteredBroker
• Ethan Andrew SussCRD 8103713 · Westlake, TX
  Broker
• Alexis SustaitaCRD 7512937 · Austin, TX
  Broker
• Kevin J SutcliffeCRD 2888720 · Phoenix, AZ
  IA RegisteredBroker
• Bryce Richard SutherlandCRD 7381451 · Orlando, FL
  IA RegisteredBroker
• Steven Jon SutkayCRD 2001038 · Chicago, IL
  Broker
• James P SutphinCRD 4161786 · Lone Tree, CO
  IA RegisteredBroker
• Heather Elizabeth SutterCRD 5376682 · Indianapolis, IN
  IA RegisteredBroker
• Carissa Roitsch SutterfieldCRD 6504826 · Dallas, TX
  IA RegisteredBroker
• Austin Jacob SuttonCRD 7808750 · Virginia Beach, VA
  Broker
• Brandon SuttonCRD 7684631 · Westlake, TX
  Broker
• James Clayton SuttonCRD 4480335 · Westlake, TX
  Broker
• Matthew Michael SuttonCRD 6895620 · Phoenix, AZ
  IA RegisteredBroker
• Butri Suwannakorn-CohenCRD 6246782 · Lone Tree, CO
  IA RegisteredBroker
• Trevor Conrad SvehlakCRD 7950235 · Westlake, TX
  Broker
• Lisa Ashley SvelandCRD 3194800 · Lone Tree, CO
  IA RegisteredBroker
• Megan Joann SwackhammerCRD 7975988 · Omaha, NE
  Broker
• Cameron SwainCRD 7885844 · Orlando, FL
  Broker
• Mitchell Thomas SwainCRD 6908652 · Omaha, NE
  Broker
• Andrew Alexander SwanCRD 7370482 · St Louis, MO
  Broker
• Robert L SwanbeckCRD 2947104 · Fresno, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew SwansonCRD 7988578 · Omaha, NE
  Broker
• Brian Carl SwardCRD 7561669 · San Diego, CA
  IA RegisteredBroker
• Evan SwartzCRD 7701302 · Lone Tree, CO
  Broker
• Scott SwartzCRD 7695077 · Houston, TX
  IA RegisteredBroker
• Julian Michael SweazeyCRD 7480207 · St Louis, MO
  Broker
• Jashua Quin SweeneyCRD 7485465 · Westlake, TX
  Broker
• Katie Elizabeth SweeneyCRD 7786352 · Copley, OH
  IA RegisteredBroker
• Timothy SweeneyCRD 2147186 · Berkeley, CA
  IA RegisteredBroker
• Seth Nicholas SwensonCRD 7668813 · Lone Tree, CO
  IA RegisteredBroker
• Eric SwierCRD 6679987 · Phoenix, AZ
  IA RegisteredBroker
• Kenneth Wayne SwimCRD 6834224 · Phoenix, AZ
  Broker
• Jake SwisherCRD 8040977 · Wichita, KS
  IA RegisteredBroker
• Joshua Douglas SwoyerCRD 7717531 · Westlake, TX
  Broker
  Disclosure event(s) on record
• Wadsworth SykesCRD 6579457 · New York City, NY
  Broker
• Mark Aaron SymmCRD 2856764 · College Station, TX
  IA RegisteredBroker
• Stephen Connor SymsackCRD 7268334 · Lone Tree, CO
  IA RegisteredBroker
• Joseph Patrick SzathmaryCRD 1893324 · Austin, TX
  IA RegisteredBroker
• Aerielle SzetoCRD 7905601 · Oakland, CA
  Broker
• Ethan Reid TaborCRD 7465463 · Westlake, TX
  Broker
• Greggory Scott TaborCRD 6755180 · Orlando, FL
  IA RegisteredBroker
• Leslie Ann Y TaborCRD 4052662 · Westlake, TX
  Broker
• Joseph Wayne TactoCRD 1858540 · Westlake, TX
  IA RegisteredBroker
• David Yusuke TadanoCRD 5392828 · Phoenix, AZ
  Broker
• Denis TafelCRD 5428841 · Lone Tree, CO
  Broker
• William James TaffCRD 6691782 · Lone Tree, CO
  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.