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 335 of 341
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Tingyi WuCRD 7712245 · Irvine, CAIA RegisteredBroker
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Vincent WuCRD 8219245 · Westlake, TXBroker
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Xiao Feng WuCRD 7127565 · Berkeley, CAIA RegisteredBroker
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Yanping WuCRD 6245689 · Orlando, FLIA RegisteredBroker
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Raymond A WuellingCRD 7040057 · St Louis, MOBroker
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Lesa Nicole WukichCRD 7329153 · Westlake, TXBroker
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Brent L WulbrechtCRD 3106284 · Phoenix, AZIA RegisteredBroker
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Andrew William WulfCRD 5303034 · Indianapolis, INBroker
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Robert Clare WunderlichCRD 5076788 · Westlake, TXBroker
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Richard Andrew WursterCRD 6638804 · Westlake, TXIA RegisteredBroker
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Tyler WurteleCRD 7701431 · Westlake, TXBroker
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Matthew J WurthCRD 8091455 · Omaha, NEBroker
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Rayla WusimanCRD 7490062 · Delray Beach, FLIA RegisteredBroker
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Brandon Michael WussCRD 7902420 · Westlake, TXBroker
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Lauren Hoglan WyattCRD 5266265 · Westlake, TXIA RegisteredBrokerDisclosure event(s) on record
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Sydney Jacob WyerCRD 6952335 · Lone Tree, COBroker
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Cooper WygantCRD 8082959 · Lone Tree, CORegistration inactive
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Lucas WylandCRD 7797700 · Orlando, FLIA RegisteredBroker
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Travis WynnCRD 6931431 · Towson, MDIA RegisteredBroker
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Natalie Natasha WynterCRD 7119849 · Aventura, FLIA RegisteredBroker
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Jocelyn Kaylynn WyrickCRD 7556636 · Marlton, NJBroker
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James Christopher WyseCRD 7871302 · Westlake, TXBroker
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Jennifer WysockiCRD 8042465 · Indianapolis, INBroker
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Michael Stephen WytiazCRD 1080034 · Orlando, FLIA RegisteredBrokerDisclosure event(s) on record
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Steven XuCRD 4257292 · Campbell, CAIA RegisteredBroker
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Chenyi XuanCRD 7189198 · Westlake, TXBroker
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Ye XiaCRD 6422491 · Lone Tree, COIA RegisteredBroker
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Ruyue XianCRD 7314513 · Orlando, FLIA RegisteredBroker
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Yihua XieCRD 7199669 · Cupertino, CAIA RegisteredBroker
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Liangjie Dilys Jablonski XuCRD 7983985 · Orlando, FLBroker
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Nan XuCRD 5066619 · Westlake, TXBroker
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Yijia XuCRD 8126658 · Orlando, FLBroker
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John J XuerebCRD 1189805 · Phoenix, AZBroker
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Jonathan Black YaegerCRD 6414258 · Phoenix, AZIA RegisteredBroker
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Lauren Leisa YaffaCRD 6446734 · Westlake, TXIA RegisteredBroker
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Amy L YahnerCRD 2958325 · Phoenix, AZBroker
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Gregory Stephen YahnerCRD 2705465 · Phoenix, AZBroker
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Jennifer Akemi YamaguchiCRD 3059698 · Phoenix, AZBroker
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Megan Miyuki YamamiCRD 7384173 · Westlake, TXBroker
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Joseph Robert YanaitisCRD 6683274 · Lone Tree, COBroker
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Alex YangCRD 7289719 · Phoenix, AZIA RegisteredBroker
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Andrew YangCRD 6725878 · Westlake, TXIA RegisteredBroker
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Helen YangCRD 7289659 · San Francisco, CAIA RegisteredBroker
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Kuang Feng YangCRD 2767871 · San Mateo, CAIA RegisteredBroker
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Run YangCRD 3216229 · Westlake, TXBroker
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Zhujun Yang-PorterCRD 5508962 · Orlando, FLIA RegisteredBroker
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Lenora Ellen YankacyCRD 4169631 · Lone Tree, COIA RegisteredBroker
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Eric Robert YanovskyCRD 6173894 · Boston, MAIA RegisteredBroker
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Ilhan YargiCRD 7111951 · Orland Park, ILIA RegisteredBroker
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Monica Lucille YassearCRD 6424224 · Roseville, CAIA 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.
SEC IAPD record for firm CRD 5393 ↗
FINRA BrokerCheck record for firm CRD 5393 ↗
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Data compiled Sep 4, 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.