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 338 of 341
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Stephen T YoungCRD 2883812 · Phoenix, AZBroker
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Janeth Biella Young-RileyCRD 6319664 · Westlake, TXBroker
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Blake Ryan YoungbloodCRD 8197119 · Lone Tree, COBroker
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Brock YoungbloodCRD 7864898 · Austin, TXIA RegisteredBroker
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Katherine A YoungsCRD 5022252 · Westlake, TXIA RegisteredBroker
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Austin YourchisinCRD 7031751 · Austin, TXBroker
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Faris Muawiyah YousefCRD 7681188 · Chicago, ILIA RegisteredBroker
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Haider Salam YousifCRD 6904975 · St Louis, MOIA RegisteredBroker
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Albert YousoufianCRD 6276934 · Woodland Hills, CAIA RegisteredBroker
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Kaden YowellCRD 8023562 · Westlake, TXBroker
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Kenneth Wei YuCRD 7648771 · San Francisco, CAIA RegisteredBroker
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Kyler YuCRD 8237877 · Lone Tree, COBroker
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Qiaoyi YuCRD 6924555 · Pleasanton, CAIA RegisteredBroker
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Shan YuCRD 8255881 · Westlake, TXBroker
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Zupei YuCRD 7504175 · Irvine, CAIA RegisteredBroker
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Yuen Ho YuenCRD 8021901 · Phoenix, AZBroker
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Mi-Song YunCRD 5056314 · Houston, TXIA RegisteredBroker
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Jarrod Manuel YzaguirreCRD 7343828 · Westlake, TXBroker
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David Lee ZabelCRD 5969178 · Omaha, NEBrokerRegistration inactive
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Timothy ZabelinCRD 1982519 · Lone Tree, COIA RegisteredBroker
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Scott A ZabloudilCRD 3214138 · Omaha, NEBroker
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Skylr ZahiraCRD 3182418 · Austin, TXBroker
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Michael Justin ZakCRD 6397829 · Jersey City, NJIA RegisteredBroker
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Richard Allen ZakCRD 1839891 · San Mateo, CAIA RegisteredBroker
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Rafael ZamarripaCRD 4725075 · Lone Tree, COBroker
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Marely ZamarronCRD 6451583 · Austin, TXBroker
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Pamela R ZaniboniCRD 6865436 · Omaha, NEBroker
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Phyllis Raye G ZanoriaCRD 6870918 · Indianapolis, INBroker
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David Hanna ZarafiliCRD 6742695 · Orlando, FLBroker
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Michael J ZarembskiCRD 3273654 · Westlake, TXBroker
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Paul J. ZarkowskiCRD 1847714 · Grosse Pointe, MIIA RegisteredBrokerDisclosure event(s) on record
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James ZauraCRD 2016343 · Chicago, ILIA RegisteredBrokerDisclosure event(s) on record
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Filip Ivanov ZdronovCRD 5859333 · Marlton, NJBroker
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Eric Michael ZdybCRD 6809941 · Omaha, NEBroker
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Karen Marie ZeeCRD 5301606 · Lone Tree, COBroker
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Stephen Daniel ZeeckCRD 4974388 · Lone Tree, COIA RegisteredBroker
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Steven Thomas ZeekCRD 2267703 · Phoenix, AZIA RegisteredBrokerDisclosure event(s) on record
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Mark Allen ZehrungCRD 4131688 · Indianapolis, INIA RegisteredBroker
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Shermee Kelly ZeiglerCRD 5028053 · Marlton, NJIA RegisteredBroker
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Steven Scott ZeiglerCRD 7015204 · Tysons Corner, VAIA RegisteredBroker
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Joel Robert ZelieCRD 5846358 · Lone Tree, COBroker
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Anthony Philip ZellerCRD 4322049 · San Francisco, CAIA RegisteredBroker
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Kathryn Marie ZenkCRD 2142916 · Austin, TXRegistration inactive
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Matthew Joseph ZeppCRD 2796213 · Richfield, OHIA RegisteredBroker
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Benjamin Bradshaw ZerbeCRD 6244245 · Omaha, NEBroker
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Jason Jeffrey ZerollCRD 3132881 · Marlton, NJIA RegisteredBroker
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Lan Tracy ZhangCRD 2373283 · Menlo Park, CAIA RegisteredBroker
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Michael Jinyuan ZhangCRD 7711286 · Westlake, TXBroker
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Weimin ZhangCRD 4769929 · Orlando, FLBroker
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Yujie ZhangCRD 5355322 · Westlake, TXIA 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.