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 54 of 341
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Nathaniel Amsley CummingsCRD 2677551 · Lone Tree, COBroker
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Scott Cameron CumminsCRD 6939388 · Westlake, TXBroker
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Alexander James CunninghamCRD 5949998 · Lone Tree, COBroker
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Natalie Amanda CunninghamCRD 6286582 · El Paso, TXBroker
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Timothy Jordan CunninghamCRD 4569985 · Lone Tree, COIA RegisteredBroker
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Jennifer Joyce CuprillCRD 5356412 · Orlando, FLIA RegisteredBroker
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Christopher John CurcuroCRD 2543988 · Cottonwood Heights, UTIA RegisteredBroker
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Jenifer Kaye CurlisCRD 5045379 · Westlake, TXBroker
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Alicia L CurranCRD 6137305 · Phoenix, AZBroker
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Crystal Alyse CurranCRD 6505841 · Anchorage, AKIA RegisteredBroker
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Steven CurranCRD 3143576 · Westlake, TXIA RegisteredBroker
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James Martin CurryCRD 6828680 · Chicago, ILBroker
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Jennifer Lynn CurtinCRD 5501106 · Orlando, FLBrokerDisclosure event(s) on record
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Eric Dwight CurtsCRD 5047854 · Orlando, FLBrokerDisclosure event(s) on record
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Gary Anthony CusackCRD 6000859 · Lone Tree, COIA RegisteredBroker
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Valerie Lynn CutaiaCRD 1426946 · Phoenix, AZBroker
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Andrew Scott CutlerCRD 6719537 · El Paso, TXIA RegisteredBroker
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David CwalinaCRD 6530782 · Garden City, NYIA RegisteredBroker
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Robert Brian CwikCRD 1488767 · Indianapolis, INIA RegisteredBroker
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Garrett Foster CypertCRD 6272881 · Westlake, TXIA RegisteredBroker
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Gregory David CzarneckyCRD 2375107 · Plano, TXIA RegisteredBroker
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Ethan Taylor CabadingCRD 7638745 · Eugene, ORIA RegisteredBroker
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Joshua CabeenCRD 8078778 · Phoenix, AZBroker
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Shelby Enrique CabezasCRD 7562891 · Orlando, FLBroker
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Jose De Jesus Cabrales GonzalezCRD 7509494 · Phoenix, AZBroker
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Laura CaceresCRD 7459928 · Atlanta, GAIA RegisteredBroker
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Nicholas Marshall CaddeoCRD 6669126 · Phoenix, AZBroker
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Marshall Christopher CaddyCRD 7752107 · Westlake, TXBroker
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Brianna Lee CadoraCRD 7265797 · Lone Tree, COBroker
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Joseph CaffreyCRD 7556525 · Westlake, TXBroker
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Lora C CagliotiCRD 2968703 · Huntington Station, NYIA RegisteredBroker
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Kevin Z CaiCRD 7393807 · Pasadena, CAIA RegisteredBroker
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Cara Marie CaillouetCRD 6319196 · Westlake, TXIA RegisteredBroker
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Kyle Aaron CainCRD 8187157 · Westlake, TXIA RegisteredBroker
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Anthony CaiolaCRD 6078103 · Orlando, FLIA RegisteredBroker
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Dustin Tyler CakalicCRD 6882807 · Westlake, TXIA RegisteredBroker
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Chad CalazaCRD 7741190 · New York City, NYIA RegisteredBroker
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Giancarlo CalderonCRD 7886799 · Westlake, TXBroker
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Ian CaldwellCRD 7684763 · St Louis, MOBroker
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Todd M CaldwellCRD 2364940 · Lake Oswego, ORIA RegisteredBroker
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Aaron Mitchell CalkinsCRD 8245081 · Phoenix, AZBroker
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Carrie Lea CallahanCRD 6427709 · Indianapolis, INBroker
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Casey Glenn CallahanCRD 6888194 · Indianapolis, INBroker
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Luke CallahanCRD 7898286 · Westlake, TXBroker
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Samson Christopher CallahanCRD 8149175 · Omaha, NEIA RegisteredBroker
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Sean Patrick CallahanCRD 6812248 · St Louis, MOBroker
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Mark E CallawayCRD 7327175 · Indianapolis, INBroker
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Ian Joshua CalleCRD 7754616 · Brookfield, CTIA RegisteredBroker
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Steven M CallischCRD 7204410 · Phoenix, AZBroker
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Ian CalnanCRD 8043352 · Westlake, TXBroker
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.