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 311 of 341

• Madison Taylor UbryCRD 7697601 · Princeton, NJ
  IA RegisteredBroker
• Imran Ameer UddinCRD 6604522 · Westlake, TX
  IA RegisteredBroker
• Savannah Aurora UdenCRD 6797921 · Westlake, TX
  Broker
• Andrew Joseph UdvariCRD 6757702 · San Diego, CA
  IA RegisteredBroker
• Jet UechiCRD 7547528 · Honolulu, HI
  IA RegisteredBroker
• Gianni Peter UglialoroCRD 7606371 · Palm Beach Gardens, FL
  IA RegisteredBroker
• Grant UlibarriCRD 7976363 · Phoenix, AZ
  Broker
• Matthew James UllrichCRD 6735150 · Westlake, TX
  IA RegisteredBroker
• Ryan Keith UlrichCRD 5036464 · Alexandria, VA
  IA RegisteredBroker
• Carla Cristine UlrichherringCRD 1056941 · Westlake, TX
  IA RegisteredBroker
• Christopher D UlsomerCRD 2937568 · Indianapolis, IN
  IA RegisteredBroker
• Katherine UmbachCRD 7552419 · Omaha, NE
  Broker
• Jason Thomas UnderwoodCRD 6407160 · Mission Viejo, CA
  IA RegisteredBroker
• Matthew S UnderwoodCRD 4025544 · Phoenix, AZ
  IA RegisteredBroker
• Riley Allen UngerCRD 7983663 · Westlake, TX
  Broker
• Quinlin Chapman UnrauCRD 7203753 · St Louis, MO
  Broker
• Marco Antonio UrangaCRD 7285143 · Westlake, TX
  IA RegisteredBroker
• Catherine Irene UrbachCRD 1585981 · Lone Tree, CO
  Registration inactive
• Jared Scott UrbanCRD 7259901 · Omaha, NE
  Broker
• Aaron UrbelisCRD 6816828 · Rockford, IL
  IA RegisteredBroker
• Brent Walter UreCRD 6244760 · Las Vegas, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• Alberto UribeCRD 7210028 · Westlake, TX
  Broker
• Ami Madison UribeCRD 7287351 · Omaha, NE
  Broker
  Disclosure event(s) on record
• Brenda K UribeCRD 6370993 · Orlando, FL
  Broker
• Michael C UrizzoCRD 2880993 · Charlotte, NC
  IA RegisteredBroker
• Cameron UrlockerCRD 7991101 · Phoenix, AZ
  Broker
• Rebecca L UrmenetaCRD 3211466 · Lone Tree, CO
  Broker
• Nicholas J UrquiolaCRD 6157668 · Orlando, FL
  IA RegisteredBroker
• Allison Deane UrrutiaCRD 7739918 · Westlake, TX
  Broker
• Jordan UrrutiaCRD 7380550 · Walnut Creek, CA
  IA RegisteredBroker
• Omar Josue UruetaCRD 6811350 · Lone Tree, CO
  IA RegisteredBroker
• Kyle UtrupCRD 7908023 · Richfield, OH
  IA RegisteredBroker
• Thomas Lee UtterCRD 2772353 · Indianapolis, IN
  Broker
• Mario Alberto Vaca JrCRD 7452685 · Westlake, TX
  Broker
• Christopher Charles VacantiCRD 4714205 · Omaha, NE
  Broker
• Erik Vojta VacekCRD 6440623 · Lone Tree, CO
  Broker
• Tom Christopher VadCRD 2524470 · Austin, TX
  Broker
• Steven Michael VagelatosCRD 5721391 · Phoenix, AZ
  Broker
• Sean Michael ValadezCRD 5489283 · Westlake, TX
  IA RegisteredBroker
• Augustine ValdiviaCRD 5408730 · Omaha, NE
  Broker
• Charmain Diane ValenciaCRD 6541255 · Orlando, FL
  Broker
• Daniel ValenciaCRD 6131807 · Stockton, CA
  IA RegisteredBroker
• Brian Robert ValentiCRD 5575019 · Pittsford, NY
  IA RegisteredBroker
• John Eric ValentineCRD 4085853 · Pittsford, NY
  IA RegisteredBroker
• Ryan L ValentineCRD 2733351 · Indianapolis, IN
  IA RegisteredBroker
• Michael Anthony ValenzaCRD 5957973 · Paramus, NJ
  IA RegisteredBroker
• Cesar Rene ValenzuelaCRD 6059024 · Austin, TX
  IA RegisteredBroker
• Robert Gerard ValerienCRD 3250673 · Lone Tree, CO
  IA RegisteredBroker
• Eduardo ValeroCRD 6292224 · Soquel, CA
  IA RegisteredBroker
• Carmen A ValiquetteCRD 6834598 · Peoria, 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 2, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.