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 327 of 341

• Melissa Leah Weeks-BillegCRD 4777473 · Westlake, TX
  IA RegisteredBroker
• Justin S WeesCRD 3178659 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Augustin Nicholas WehnCRD 7306201 · San Diego, CA
  IA RegisteredBroker
• Damian Ervin WehrleCRD 7204184 · St Louis, MO
  Broker
• David Andrew WehrleCRD 6194642 · Lone Tree, CO
  IA RegisteredBroker
• Charles Thomas WeidmannCRD 8087919 · Phoenix, AZ
  Broker
• Larry Allen WeikleCRD 8137900 · Lone Tree, CO
  Broker
  Disclosure event(s) on record
• Amanda Elaine WeilerCRD 5152092 · Lone Tree, CO
  Broker
• Kirsten Renee WeilerCRD 6392214 · Lone Tree, CO
  Broker
• Brian B WeinbrandtCRD 4008373 · Phoenix, AZ
  Broker
  Disclosure event(s) on record
• Jonathon Patrick WeinlandCRD 6908858 · Lone Tree, CO
  Broker
• Hanna M WeintraubCRD 7478931 · Seal Beach, CA
  IA RegisteredBroker
• Damingo Livingston WeirCRD 8142678 · Carmel, IN
  IA RegisteredBroker
• Nathaniel WeirCRD 7964493 · Los Altos, CA
  IA RegisteredBroker
• Daniel WeismanCRD 4765154 · San Mateo, CA
  IA RegisteredBroker
• Jared Michael WeissCRD 3130899 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Stefan Paul WeisseCRD 5961744 · Chicago, IL
  Broker
• Christian Alexander WelbornCRD 7898993 · Orlando, FL
  Broker
• Jayci WelchCRD 7530486 · Westlake, TX
  Broker
• Ricky Allan WelchCRD 7479912 · Chicago, IL
  Broker
• Stephanie L WelcingCRD 2671450 · Austin, TX
  Broker
• Peyton WeldonCRD 8074782 · Westlake, TX
  Broker
• Daniel Peter WellmanCRD 5367306 · Phoenix, AZ
  IA RegisteredBroker
• Barrett Preston WellsCRD 6938246 · Westlake, TX
  IA RegisteredBroker
• Caroline WellsCRD 6448002 · Westlake, TX
  IA RegisteredBroker
• George Adam WellsCRD 6764428 · Lone Tree, CO
  IA RegisteredBroker
• Grant WellsCRD 7191100 · St Louis, MO
  IA RegisteredBroker
• James Andrew WellsCRD 6003839 · Phoenix, AZ
  Broker
• Matthew Travis WellsCRD 6400824 · Phoenix, AZ
  IA RegisteredBroker
• Robert Brent WellsCRD 6868306 · Westlake, TX
  Broker
• Taryn Amber WellsCRD 7892965 · Lone Tree, CO
  Broker
• Wendy WellsCRD 6136112 · Beaverton, OR
  IA RegisteredBroker
• Benjamin Kenneth WelsCRD 4584524 · Eden Prairie, MN
  IA RegisteredBroker
• Matthew William WelshCRD 8016608 · Lone Tree, CO
  IA RegisteredBroker
• Sophia Viktoria WelshCRD 6950141 · Orlando, FL
  Broker
• Peng WelsteadCRD 7076289 · Westlake, TX
  Broker
• Matthew WeltyCRD 7391041 · Westlake, TX
  Broker
• Joshua A WencilCRD 5150573 · Lone Tree, CO
  IA RegisteredBroker
• Emily Anne Davis WentworthCRD 6649777 · Lone Tree, CO
  IA RegisteredBroker
• Neil A WentworthCRD 1264915 · Lone Tree, CO
  Broker
  Disclosure event(s) on record
• Jonathon B WenzelCRD 6360082 · Indianapolis, IN
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark WernerCRD 7452912 · Pasadena, CA
  IA RegisteredBroker
• Scott John WertsCRD 6348837 · Raleigh, NC
  IA RegisteredBroker
• Jessica Dawn WertzCRD 5395768 · Sacramento, CA
  IA RegisteredBroker
• Stephen F WescottCRD 4231676 · Phoenix, AZ
  Broker
  Disclosure event(s) on record
• Alex Lee WestCRD 6414801 · Stamford, CT
  IA RegisteredBroker
• Hayden WestCRD 5989606 · Westlake, TX
  Broker
• Jeremy Bruce WestCRD 6879706 · St Louis, MO
  Broker
• Karlee Faith WestCRD 7569992 · Newport Beach, CA
  IA RegisteredBroker
• Nicole Elaine WestCRD 6742716 · Franklin, TN
  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 4, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.