Charles Schwab & Co., Inc.
RIA
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 300 of 341
-
Millicent Julia TaylorCRD 2235777 · Westlake, TXBroker
-
Tamara TaylorCRD 6710295 · Cottonwood Heights, UTIA RegisteredBroker
-
Zachary M TaylorCRD 6898822 · Indianapolis, INIA RegisteredBroker
-
Andrea Lecole TeasleyCRD 5231606 · Orlando, FLBroker
-
David Michael TeelCRD 5036401 · Lone Tree, COIA RegisteredBroker
-
Dallas Andrew TeetersCRD 6890596 · Westlake, TXBroker
-
Elizabeth TefftCRD 4626194 · Omaha, NEBroker
-
Timothy David TefftCRD 4145021 · Omaha, NEBroker
-
Nicholas Alan TeleaCRD 5945937 · Richfield, OHIA RegisteredBroker
-
Ian Neil TellerCRD 2712930 · Lone Tree, COBroker
-
Nikita TemboCRD 6824504 · Westlake, TXIA RegisteredBroker
-
Bradley Kenneth TenerCRD 5596163 · Phoenix, AZBroker
-
Christopher M TenutaCRD 1555367 · Lone Tree, COBroker
-
Ana TeperCRD 5587499 · Encino, CAIA RegisteredBroker
-
Jason Ernesto TeranCRD 6473781 · Lone Tree, COIA RegisteredBroker
-
Rene Gustavo TeranCRD 6548169 · Phoenix, AZBroker
-
Brandon Alexander TerheunCRD 7140897 · Orlando, FLIA RegisteredBroker
-
Amy Leigh TermuendeCRD 5049628 · Omaha, NEBroker
-
Kallie Elizabeth TerranovaCRD 7305917 · Orlando, FLBroker
-
Eliazar TerrazaCRD 6215644 · Westlake, TXBroker
-
Brian Patrick TerryCRD 2957936 · Orlando, FLBroker
-
Heather Marie TerryCRD 4774400 · Omaha, NEIA RegisteredBroker
-
James Andrew TerryCRD 2158337 · Upland, CAIA RegisteredBroker
-
Michelle Renee TerryCRD 2901924 · Lone Tree, COIA RegisteredBroker
-
Brian James TessmanCRD 5107772 · Omaha, NEIA RegisteredBroker
-
Nicholas Benjamin TeyecheaCRD 4717207 · Austin, TXIA RegisteredBrokerDisclosure event(s) on record
-
Savitree ThampirakCRD 2656381 · Austin, TXBroker
-
Phillip Paul ThanawiwatCRD 5988142 · Pasadena, CAIA RegisteredBroker
-
Priya Darsini ThangarajCRD 7234518 · Westlake, TXBroker
-
Cooper Scott ThanischCRD 7363237 · Lone Tree, COBroker
-
Lori Ann TheisCRD 2295359 · Phoenix, AZBroker
-
Michael James TheisCRD 2582170 · St Louis, MOIA RegisteredBroker
-
Gregory Brian TheissCRD 6721910 · Orlando, FLBroker
-
Christopher Ryan ThelenCRD 5129011 · Omaha, NEIA RegisteredBroker
-
Scott Michael TheobaldCRD 6116890 · Omaha, NEBroker
-
Matthew Mark TheodorakosCRD 5825239 · Chicago, ILBroker
-
Nicholas Mark TheodorakosCRD 4660155 · Chicago, ILIA RegisteredBroker
-
Brock Hickman TheophilusCRD 6848258 · Omaha, NEIA RegisteredBrokerDisclosure event(s) on record
-
Ashtin N TheusCRD 7428060 · Phoenix, AZBroker
-
Amy Elizabeth ThiemannCRD 7038024 · Omaha, NEBrokerDisclosure event(s) on record
-
Marc Stephen ThiltgenCRD 3022616 · Westlake, TXIA RegisteredBrokerDisclosure event(s) on record
-
Benjamin David ThoberCRD 5819881 · Westlake, TXBroker
-
Bradley Jay ThomasCRD 2504184 · Omaha, NEBroker
-
Brent Eric ThomasCRD 3051999 · Austin, TXIA RegisteredBroker
-
Eric Jon ThomasCRD 6798063 · Omaha, NEIA RegisteredBroker
-
Joann Annette ThomasCRD 5672289 · Phoenix, AZIA RegisteredBroker
-
John Walter ThomasCRD 2276207 · Pasadena, CAIA RegisteredBroker
-
Jordan Matthew ThomasCRD 6942692 · Westlake, TXBroker
-
Joshua Neil ThomasCRD 6886970 · Westlake, TXBroker
-
Katherine Elizabeth ThomasCRD 6176859 · Lone Tree, COIA 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.
SEC IAPD record for firm CRD 5393 ↗
FINRA BrokerCheck record for firm CRD 5393 ↗
BrokerCheck Terms of Use ↗
Report a data error on this page →
Data compiled Sep 1, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.