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 328 of 341

• Peter J WestCRD 7369707 · Cincinnati, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Wyatt Martin WestCRD 7400548 · Coral Gables, FL
  IA RegisteredBroker
• Byron Glenn WesterfieldCRD 2612321 · Orlando, FL
  IA RegisteredBroker
• Kimberly A WesterfieldCRD 3207142 · The Villages, FL
  IA RegisteredBroker
• Ross Bardwell WestergrenCRD 7424840 · Jersey City, NJ
  Broker
• Jessica R WestermanCRD 5336089 · Westlake, TX
  Broker
• Braden Gregory WestphalCRD 8104681 · Omaha, NE
  Broker
• Michael Lee WestraCRD 2962377 · Lone Tree, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Curtis WestrichCRD 5882851 · Phoenix, AZ
  IA RegisteredBroker
• Janet Silva WetmoreCRD 1093234 · Lone Tree, CO
  Broker
• Hailey Elizabeth WetterauCRD 7295399 · Austin, TX
  Broker
• Carl A WeyersCRD 6986130 · Omaha, NE
  Broker
• Haylee Grace WeymerCRD 7937169 · Phoenix, AZ
  Broker
• Alexander Patrick WeymierCRD 7364282 · Westlake, TX
  IA RegisteredBroker
• Holden Jarod WhaleyCRD 8218834 · West Hartford, CT
  IA RegisteredBroker
• Stephanie Melinda WhaleyCRD 4606295 · Omaha, NE
  Broker
• Anthony Reed WheelerCRD 7061916 · Omaha, NE
  Broker
• Brendon William WheelerCRD 6798108 · Omaha, NE
  Broker
• Helen F WheelerCRD 7059830 · Omaha, NE
  Broker
• Jacob A WheelerCRD 6921761 · Phoenix, AZ
  Broker
• Joseph Warren WheelerCRD 6958764 · St Louis, MO
  IA RegisteredBroker
• Robert John WheelerCRD 2875183 · Lone Tree, CO
  IA RegisteredBroker
• Thomas Michael WheelerCRD 6551423 · Phoenix, AZ
  IA RegisteredBroker
• Lauren M WheelesCRD 5501793 · Lone Tree, CO
  Broker
  Disclosure event(s) on record
• Matthew Todd WheelesCRD 5101849 · Orlando, FL
  IA RegisteredBroker
• Molly Theresa WhelanCRD 5016436 · Los Angeles, CA
  Broker
• John David WheldonCRD 7620825 · Westlake, TX
  IA RegisteredBroker
• Christian WhetselCRD 7410447 · Phoenix, AZ
  Broker
• Thomas More WhisenantCRD 6515897 · Lone Tree, CO
  IA RegisteredBroker
• Matthew WhitakerCRD 7632933 · Scottsdale, AZ
  IA RegisteredBroker
• Steven James WhitcombCRD 3105812 · Lexington, KY
  IA RegisteredBroker
• Aaron Jeffrey WhiteCRD 6879710 · Westlake, TX
  Broker
• Andrew Dwyer WhiteCRD 7617510 · Lone Tree, CO
  IA RegisteredBroker
• Anthony Maurice WhiteCRD 7688769 · Orlando, FL
  Broker
• Ashlee WhiteCRD 8047665 · Phoenix, AZ
  Broker
  Disclosure event(s) on record
• Ashley R WhiteCRD 7289701 · Phoenix, AZ
  IA RegisteredBroker
• Benjamin WhiteCRD 7285530 · Westlake, TX
  Broker
• Brittany Alexis WhiteCRD 7788497 · Phoenix, AZ
  Broker
• Carrie M WhiteCRD 2914591 · Lone Tree, CO
  Broker
• Chloe Grace WhiteCRD 7807489 · Indianapolis, IN
  IA RegisteredBroker
• Christine A WhiteCRD 6139146 · Bellevue, WA
  IA RegisteredBroker
• Christopher Clark WhiteCRD 7297558 · Westlake, TX
  Broker
• Colin Walter WhiteCRD 8090619 · Chicago, IL
  Broker
• Dylan Cole WhiteCRD 7532137 · Westlake, TX
  Broker
• Gregory D WhiteCRD 1378581 · Seal Beach, CA
  IA RegisteredBroker
• Justin Taylor WhiteCRD 4789627 · Lone Tree, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Kaiden Neil WhiteCRD 7724065 · St Louis, MO
  Broker
• Laura Marie WhiteCRD 7308331 · St Louis, MO
  Broker
  Disclosure event(s) on record
• Leland R WhiteCRD 2160061 · Fort Worth, TX
  IA RegisteredBroker
• Michelle M WhiteCRD 5915002 · Lone Tree, CO
  Broker

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.