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 320 of 341

• Jared Paul WeikartCRD 3194411 · Westlake, TX
  Broker
• H Gerald WeilCRD 2584952 · Plano, TX
  IA RegisteredBroker
• Patricia L WeilCRD 2243163 · Orlando, FL
  Broker
• Brian Christopher WeilandCRD 6888451 · St Louis, MO
  Broker
• Andrew John WeinbergCRD 6567828 · Omaha, NE
  Broker
• Nathaniel Taylor WeinerCRD 5577893 · Westlake, TX
  Broker
• Andrew Jacob WeinsteinCRD 6226178 · Lone Tree, CO
  IA RegisteredBroker
• Heidi Jean WeirCRD 5729276 · Corte Madera, CA
  IA RegisteredBroker
• Daniel Stuart WeissCRD 2735824 · Westlake, TX
  Broker
• Rebecca Michelle WeissCRD 6897640 · Chicago, IL
  Broker
• Donna Rosemary WeissenbornCRD 7291331 · St Louis, MO
  Broker
• Lucien Scott WelchCRD 2713653 · Phoenix, AZ
  Broker
• Jeremy M WeldonCRD 4201328 · Lone Tree, CO
  IA RegisteredBroker
• Coleman WellerCRD 7858143 · Atlanta, GA
  IA RegisteredBroker
• Susan Nicole WellerCRD 4880269 · Omaha, NE
  Broker
• Christine L WellsCRD 7266236 · Phoenix, AZ
  Broker
• Christopher Thomas WellsCRD 5525102 · Lone Tree, CO
  IA RegisteredBroker
• Rachel Carol WellsCRD 5495808 · Lone Tree, CO
  Broker
• William Donald WellsCRD 2373081 · Asheville, NC
  IA RegisteredBroker
• Geoffrey Thomas WendoverCRD 3254502 · Lynnwood, WA
  IA RegisteredBroker
• Andrew James WenningCRD 5250116 · Indianapolis, IN
  Broker
• Brian Joseph WentlandCRD 3259287 · Chicago, IL
  Broker
• Casey Elijah WentlerCRD 2656875 · Lone Tree, CO
  IA RegisteredBroker
• Cameron Ian WeprinCRD 4009349 · Lone Tree, CO
  Broker
• Corey Stephen WertzCRD 5973418 · Wilmington, DE
  IA RegisteredBroker
• Allison WestCRD 6728214 · Phoenix, AZ
  Broker
• Jeffrey Thomas WestCRD 2026939 · Phoenix, AZ
  Broker
• Bradley Louis WestoverCRD 5558278 · Lone Tree, CO
  Broker
• Michael David WetterCRD 5380542 · Westlake, TX
  IA RegisteredBroker
• Michael Patrick WettererCRD 2663621 · Lone Tree, CO
  IA RegisteredBroker
• Ryan Joseph WeworskiCRD 7149246 · Westlake, TX
  Broker
  Disclosure event(s) on record
• Jason John WeyforthCRD 2881435 · Lancaster, PA
  IA RegisteredBroker
• Christopher Michael WhattonCRD 2689341 · Lone Tree, CO
  Broker
• Thomas Frederick WheatonCRD 2321652 · Chicago, IL
  IA RegisteredBroker
• Sheena Rose WheelerCRD 5500371 · Omaha, NE
  Broker
• Mark Philip WhelanCRD 6854817 · Phoenix, AZ
  Broker
  Disclosure event(s) on record
• Michael Lee WhippleCRD 5235244 · Lone Tree, CO
  Broker
• Anne M WhitcherCRD 4219614 · Phoenix, AZ
  Broker
• Christopher Andrew WhiteCRD 5203239 · Burlington, MA
  IA RegisteredBroker
• Daniel Lee WhiteCRD 4403704 · Phoenix, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Daniel James WhiteCRD 6633322 · Lone Tree, CO
  Broker
• Lakyia Machelle WhiteCRD 7168945 · Westlake, TX
  IA RegisteredBroker
• Michael Todd WhiteCRD 5189638 · Indianapolis, IN
  IA RegisteredBroker
• Michael WhitedCRD 5864939 · Denver, CO
  IA RegisteredBroker
• Lindsay Dyan WhitfieldCRD 6292047 · Westlake, TX
  Broker
  Disclosure event(s) on record
• Patrick Thomas WhitleyCRD 2153541 · Indianapolis, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• David Lowell WhitlockCRD 2396077 · Lone Tree, CO
  Broker
• Christine Lynn WhitneyCRD 2665652 · Lone Tree, CO
  Broker
• Stephen Drew WhitsonCRD 6713769 · Westlake, TX
  Broker
• Jeffrey Samuel Craig WhittCRD 7063593 · Richfield, OH
  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 3, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.