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 49 of 341

• Daniel Lane ClarkCRD 7035031 · Cincinnati, OH
  IA RegisteredBroker
• Darren P ClarkCRD 5818110 · Orlando, FL
  IA RegisteredBroker
• Elizabeth Camille ClarkCRD 7295517 · Lone Tree, CO
  Broker
• Jason ClarkCRD 6715020 · Atlanta, GA
  IA RegisteredBroker
• Jennifer Michelle ClarkCRD 5422623 · Orlando, FL
  Broker
• Jimi Scott ClarkCRD 4214101 · Westlake, TX
  BrokerRegistration inactive
  Disclosure event(s) on record
• Joshua Christopher ClarkCRD 5946986 · Tampa, FL
  IA RegisteredBroker
• Kaylee Marie ClarkCRD 7317054 · Westlake, TX
  Broker
• Korri J ClarkCRD 6928710 · Indianapolis, IN
  Broker
• Lawrence Darnell ClarkCRD 6454037 · St Louis, MO
  IA RegisteredBroker
• Rebecca Lauren ClarkCRD 5190060 · Phoenix, AZ
  IA RegisteredBroker
• Robert Harold ClarkCRD 2085892 · Phoenix, AZ
  IA RegisteredBroker
• Adam Gregory ClarkeCRD 5574940 · Richfield, OH
  IA RegisteredBroker
• Nigel P ClarkeCRD 5868502 · Westlake, TX
  Broker
• Joshua Richard ClassenCRD 5761074 · Omaha, NE
  BrokerRegistration inactive
• Miguel Angel ClaudioCRD 5254915 · Orlando, FL
  Broker
  Disclosure event(s) on record
• Timothy Peter ClausCRD 2828499 · Lone Tree, CO
  Broker
• Heather Gale ClaussenCRD 5513980 · Phoenix, AZ
  Broker
• Jane Frances Benda ClawsonCRD 6857139 · Lone Tree, CO
  Broker
• Ryan Matthew ClaytonCRD 4757458 · Omaha, NE
  Broker
• Matthew A ClearmanCRD 6622337 · Phoenix, AZ
  IA RegisteredBroker
• Emily Marie ClearyCRD 5474590 · Omaha, NE
  Broker
• Therese M Cleary-WhitingCRD 4939738 · Menlo Park, CA
  IA RegisteredBroker
• Anthony John CleaverCRD 6649650 · Boston, MA
  IA RegisteredBroker
• Devon James ClementsCRD 6630808 · Lone Tree, CO
  Broker
• John E ClementsCRD 4097752 · Lone Tree, CO
  Broker
• Ty Win ClevelandCRD 5842792 · Austin, TX
  Broker
• Michaela Grace CliffCRD 7014182 · Austin, TX
  Broker
• Joseph Ryan CliftonCRD 6287760 · Orlando, FL
  IA RegisteredBroker
• Michael Robert ClineCRD 5532215 · Orlando, FL
  IA RegisteredBroker
• Michael Anthony ClishamCRD 2898361 · Phoenix, AZ
  Broker
• Gerald Matthew CloneyCRD 2317052 · San Francisco, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Christina Renee CloudCRD 6784136 · Westlake, TX
  IA RegisteredBroker
• Timothy Curtis ClouserCRD 3011294 · Austin, TX
  Broker
• Kyle Dean CoatneyCRD 6137868 · Lone Tree, CO
  Broker
• Jennifer Marie CobakCRD 5629071 · Phoenix, AZ
  Broker
• Sean Derek CobbCRD 2656958 · Lone Tree, CO
  Broker
• Trevor John CochCRD 6116958 · Westlake, TX
  Broker
• Christina Michelle CochranCRD 5505560 · West Des Moines, IA
  IA RegisteredBroker
• Tammi Lynne CochraneCRD 5949995 · Lone Tree, CO
  IA RegisteredBroker
• John Daniel CockrellCRD 6674846 · Austin, TX
  Broker
• James Thomas CocoCRD 2752828 · Omaha, NE
  Broker
• Vanessa Joy CoenCRD 2281849 · Lone Tree, CO
  Broker
• Michelle Renae CofellCRD 5562483 · Lone Tree, CO
  Broker
• Kelly Ann CoffeyCRD 5876962 · Omaha, NE
  IA RegisteredBroker
• Adam Garrett CohenCRD 4061374 · Westlake, TX
  IA RegisteredBroker
• Evan Muldoon CohenCRD 6264056 · Lone Tree, CO
  IA RegisteredBroker
• Neal Sanford CohenCRD 2955793 · Austin, TX
  IA RegisteredBroker
• Samantha Lynn CohenCRD 5483584 · Westlake, TX
  IA RegisteredBroker
• Brian Christopher CohrtCRD 5200114 · Bellevue, WA
  IA RegisteredBroker
  Disclosure event(s) on record

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 Aug 22, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.