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 319 of 341
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Nancy Louise WalkerCRD 6135120 · Phoenix, AZIA RegisteredBroker
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Brittany Michelle WallaceCRD 7344163 · St Louis, MOBroker
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Joshua David WallaceCRD 7359723 · Lone Tree, COIA RegisteredBroker
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Julie Benoit WallaceCRD 5807361 · Mountain Brook, ALBroker
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Michael William WallaceCRD 5889763 · Chicago, ILBrokerRegistration inactive
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Nicholas R WallaceCRD 6942762 · Phoenix, AZIA RegisteredBroker
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Aaron WallesCRD 7219539 · Lone Tree, COIA RegisteredBroker
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Steven Mark WallsCRD 5728081 · Lone Tree, COBroker
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Peter S WalshCRD 6058144 · Chicago, ILIA RegisteredBroker
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Seamus Patrick WalshCRD 5219923 · Lone Tree, COBroker
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Eric Joseph WalskyCRD 6156862 · Omaha, NEBroker
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Michael John WaltersCRD 5279051 · Lone Tree, COBrokerDisclosure event(s) on record
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Trent Elliott WaltersCRD 2064827 · Indianapolis, INIA RegisteredBroker
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Cory Jason WalthallCRD 6151109 · Westlake, TXIA RegisteredBroker
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Andrew Lee WaltonCRD 2423641 · Santa Barbara, CAIA RegisteredBroker
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Michael Andrew WaltonCRD 3183318 · Westlake, TXBroker
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Jay Michael WamplerCRD 4874734 · Phoenix, AZBroker
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Jerry WangCRD 7170255 · Westlake, TXBroker
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Kai Yu WangCRD 4967994 · Lone Tree, COBroker
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Thomas Jin Yu WangCRD 6263499 · Omaha, NEIA RegisteredBroker
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Yang WangCRD 5818951 · Chicago, ILIA RegisteredBroker
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David Dwayne WardCRD 6762363 · Phoenix, AZBroker
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Eric Allen WardCRD 5619203 · Omaha, NEIA RegisteredBroker
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George Howard WardCRD 3014539 · Lone Tree, COBroker
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Beverly Joyce WarlickCRD 2957919 · Phoenix, AZBrokerDisclosure event(s) on record
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Jacob Robert WarnerCRD 5443767 · Indianapolis, INIA RegisteredBrokerDisclosure event(s) on record
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Daniel K WarnockCRD 5416451 · Indianapolis, INIA RegisteredBroker
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Robert E WashingtonCRD 6950299 · Chicago, ILBroker
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Heather Marie WatersCRD 6695183 · Indianapolis, INBroker
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James Ryan WatkinsCRD 5223066 · Orlando, FLIA RegisteredBroker
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Osborne T WatkinsCRD 3262413 · Phoenix, AZBrokerDisclosure event(s) on record
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Kelly Anne WatringCRD 4671113 · Lone Tree, COBroker
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Bradley Kyle WatsonCRD 5442750 · Westlake, TXBrokerDisclosure event(s) on record
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Bryan Matthew WatsonCRD 6634290 · Lone Tree, COIA RegisteredBrokerDisclosure event(s) on record
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Larelle Thomas Perry WatsonCRD 2877378 · Westlake, TXIA RegisteredBroker
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Matthew David WatsonCRD 2407742 · Columbus, OHIA RegisteredBroker
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Michael Jeffrey WatsonCRD 5048959 · Birmingham, MIIA RegisteredBroker
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Robert Dale WatsonCRD 6864938 · Westlake, TXIA RegisteredBroker
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Scott Alexander WatsonCRD 6491793 · Lone Tree, COIA RegisteredBroker
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Margaret Doyle WattCRD 5298058 · Lone Tree, COIA RegisteredBroker
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Kevin Kaimee WattsCRD 5084723 · Phoenix, AZBroker
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Daniel Edward WatzkeCRD 5066595 · Westlake, TXBroker
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Frank Marion WaughCRD 5147415 · Omaha, NEBroker
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Elizabeth Kristin WavraCRD 5561091 · Lone Tree, COBroker
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Jonathan M WaymanCRD 5407412 · Westlake, TXBroker
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Maria Guadalupe WeatherfordCRD 6373355 · Phoenix, AZBroker
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James Franklin WeberCRD 5461638 · Omaha, NEBrokerDisclosure event(s) on record
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Blake WebsterCRD 7505083 · Edina, MNIA RegisteredBroker
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Brent Matthew WegscheiderCRD 6881358 · Lone Tree, COBroker
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Qi WeiCRD 6827257 · New York City, NYBroker
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 ↗
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Data compiled Sep 3, 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.