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 68 of 341

• Joseph Patrick CullenCRD 4588968 · Chicago, IL
  Broker
• Suzanne Nicole CullenCRD 7824544 · Austin, TX
  Broker
  Disclosure event(s) on record
• Callum A CulmerCRD 4152377 · Newport Beach, CA
  IA RegisteredBroker
• David Scott CulverCRD 2851437 · West Hartford, CT
  IA RegisteredBroker
  Disclosure event(s) on record
• Madison Faith CummingsCRD 7349546 · Huntsville, AL
  IA RegisteredBroker
• Daniel Charles CumminsCRD 2947647 · Westlake, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Timothy Andrew CumminsCRD 7564962 · Westlake, TX
  Broker
• Steffen CuneoCRD 8099633 · Austin, TX
  Broker
• Clayton CunninghamCRD 7481577 · Omaha, NE
  Broker
• Connor Patrick CunninghamCRD 7113940 · Lone Tree, CO
  Broker
• Martin Albert CunninghamCRD 4999807 · Westlake, TX
  IA RegisteredBroker
• Anthony Christopher CupelloCRD 7267049 · Chicago, IL
  Broker
• Colin Dennis CurranCRD 7813620 · Lone Tree, CO
  Broker
• Jason Daniel CurranCRD 7617540 · Phoenix, AZ
  Broker
• Michael Andrew CurryCRD 7405172 · Westlake, TX
  Broker
• Catherine Manalang CurtinCRD 5965746 · Westlake, TX
  IA RegisteredBroker
• Craig Patrick CurtisCRD 2278018 · Chicago, IL
  Broker
• Daniel CurtisCRD 7679773 · Troy, MI
  IA RegisteredBroker
• James Claude CurtisCRD 7401719 · Westlake, TX
  Broker
• Nicole Marie CurtisCRD 5372767 · Omaha, NE
  Broker
• Robin Marie CurtisCRD 6711353 · Omaha, NE
  Broker
• Seth Hal CushmanCRD 2034870 · Austin, TX
  IA RegisteredBroker
• Andrew CusumanoCRD 6619309 · St Louis, MO
  Broker
• Jason Scott CvetanCRD 7921103 · Orlando, FL
  IA RegisteredBroker
• Michael Gabriel CweigenbergCRD 7816424 · Austin, TX
  Broker
• Steven Phillip CyganCRD 7348887 · Indianapolis, IN
  IA RegisteredBroker
• Nicholas John CzarnickCRD 7991007 · Omaha, NE
  Broker
• Martin Louis CzerwonkaCRD 4253408 · Phoenix, AZ
  IA RegisteredBroker
• Andrew Philip D'annaCRD 6290744 · Westlake, TX
  Broker
• Daniel James D'eliaCRD 6386115 · New York City, NY
  IA RegisteredBroker
• Ryan George Nkem D'kaeCRD 6131024 · Wayzata, MN
  IA RegisteredBroker
• Connor John D'orioCRD 7005907 · West Palm Beach, FL
  IA RegisteredBroker
• Christopher Stephen DabbsCRD 6386018 · Phoenix, AZ
  Broker
• Shaena Dawn DabydeenCRD 7326224 · Orlando, FL
  Broker
• Hunter Christian DaggettCRD 6824443 · Westlake, TX
  Broker
• Komlan Makponope DagnonCRD 6765488 · Omaha, NE
  IA RegisteredBroker
• Paula Alma DailerCRD 4226119 · Orlando, FL
  IA RegisteredBroker
• Geoffrey Benton DaileyCRD 6476812 · Lone Tree, CO
  Broker
• Jared John DakovichCRD 7295461 · Indianapolis, IN
  IA RegisteredBroker
• Austin DaleCRD 6778189 · Westlake, TX
  Broker
• Melissa Ann DaleCRD 6380140 · Westlake, TX
  Broker
• William Lee DaleCRD 5147173 · Orlando, FL
  IA RegisteredBroker
• Scott V DalessandroCRD 2746578 · Chicago, IL
  Broker
• Kevin James DalkeCRD 3258817 · Omaha, NE
  IA RegisteredBroker
  Disclosure event(s) on record
• Lisa Maria DallasCRD 2711134 · Richfield, OH
  Broker
• William Edward DallasCRD 2931859 · Richfield, OH
  Broker
• Michael Paul DalmanCRD 6919317 · St Louis, MO
  Broker
• Daniel Steven DalpraCRD 2649013 · Lone Tree, CO
  Broker
• David Todd DalrympleCRD 2860889 · Omaha, NE
  IA RegisteredBroker
• Sarah Lynn DalyCRD 6857303 · Phoenix, AZ
  Broker

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 23, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.