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 52 of 341
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Jemoy S CortCRD 6613085 · Orlando, FLBroker
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Shelly R CortinaCRD 5046694 · Pittsford, NYIA RegisteredBroker
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Jeffrey Dane CorvinCRD 5585290 · Potomac, MDIA RegisteredBroker
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Geoffrey Michael CosgriffCRD 5420235 · Westlake, TXIA RegisteredBroker
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Zachary Andrew CosgroveCRD 6567847 · Omaha, NEBroker
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Richard CossaCRD 5425213 · Mt Kisco, NYIA RegisteredBroker
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Julius John CostanzaCRD 1768956 · Orlando, FLIA RegisteredBroker
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Lana Marie CostelloCRD 5681471 · Orlando, FLIA RegisteredBroker
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Jeffrey Allan CostiganCRD 6544993 · Westlake, TXBrokerDisclosure event(s) on record
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David CotaCRD 6723356 · Westlake, TXBroker
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Jeffrey David CoteCRD 2675995 · Santa Rosa, CAIA RegisteredBroker
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Matthew Jay CotoCRD 6164825 · Orlando, FLIA RegisteredBroker
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Giorgiana Raluca CotoceaCRD 6397869 · Phoenix, AZBroker
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Michael Shannon CotterCRD 2810166 · Lone Tree, COIA RegisteredBroker
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Michael Peter CottoneCRD 3110085 · Omaha, NEBroker
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Ryan Patrick CouchCRD 5929256 · Westlake, TXBroker
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Joseph Alden CouillardCRD 6921553 · Lone Tree, COIA RegisteredBroker
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Joyce L CouillardCRD 5358544 · Lone Tree, COBroker
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Derek Douglas CoulterCRD 5360777 · Omaha, NEIA RegisteredBroker
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Mark C CourtadCRD 4941241 · Lone Tree, COIA RegisteredBroker
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Paul Alfred CourtemancheCRD 2360776 · Lone Tree, COBroker
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Tammy Lee CourtemancheCRD 6362792 · Lone Tree, COBroker
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Philip Charles CourvilleCRD 5456296 · Phoenix, AZBroker
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Mark Gregory CouryCRD 5808741 · Westlake, TXIA RegisteredBroker
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Nicholas Joseph CovelliCRD 5341571 · Austin, TXBroker
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Kenneth Cash CovingtonCRD 5867905 · Clayton, MOIA RegisteredBroker
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Stephanie Lucerne CovingtonCRD 5442695 · Westlake, TXBroker
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Thomas Anthony CovotsosCRD 4970401 · Lone Tree, COBroker
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Taylor Bryant CowanCRD 7073623 · Westlake, TXIA RegisteredBroker
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Taylor CowgillCRD 7648443 · Orlando, FLIA RegisteredBroker
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Clinton Jeffrey CowlesCRD 5900488 · Chicago, ILBrokerDisclosure event(s) on record
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Amy CoxCRD 5378665 · Lone Tree, COBroker
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Brian David CoxCRD 6556199 · Germantown, TNIA RegisteredBroker
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Christopher David CoxCRD 6618764 · Westlake, TXBrokerRegistration inactive
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Coy C CoxCRD 5481355 · Westlake, TXBroker
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Marcus Glenn CoxCRD 5374482 · Westlake, TXBroker
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Mitchel Dwayne CoxCRD 6379736 · Lone Tree, COIA RegisteredBroker
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Nicole Anne CoxCRD 4734770 · Omaha, NEIA RegisteredBroker
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Paul Joseph CoxCRD 2682114 · Austin, TXIA RegisteredBroker
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Paul Mike CoxCRD 2295438 · Indianapolis, INIA RegisteredBroker
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Stephanie Lynn CoxCRD 5446361 · Westlake, TXIA RegisteredBroker
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Westin CoxCRD 6276346 · Phoenix, AZIA RegisteredBroker
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Carrie Katherine CoyneCRD 5068714 · Lone Tree, COBroker
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Taylor Jason CoyneCRD 6074390 · Chicago, ILBroker
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Eric David CoynerCRD 5883077 · Westlake, TXIA RegisteredBroker
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Matthew David CrabtreeCRD 7060826 · Austin, TXBroker
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Joshua Jonathan CraderCRD 6956190 · Houston, TXIA RegisteredBroker
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Lindsay Fallon CraigCRD 5575172 · Peoria, ILIA RegisteredBroker
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Matthew Adam CramerCRD 3134624 · Horsham, PAIA RegisteredBroker
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Ryan Jacobsen CrandallCRD 2217356 · Phoenix, AZBroker
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 Aug 22, 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.