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 77 of 341
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Michael Dale DashiellCRD 2320427 · Omaha, NEBroker
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Kenneth Cameron DatroCRD 7523332 · Indianapolis, INIA RegisteredBroker
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Grant DattiloCRD 8224963 · Indianapolis, INBroker
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Trent Anthony DattoliCRD 3118927 · Southampton, NYIA RegisteredBroker
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Rebecca DaughertyCRD 7560348 · Phoenix, AZBroker
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Amanda Timotea DavenportCRD 7438280 · St Louis, MOBroker
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Taylor Mae DavenportCRD 7297021 · Phoenix, AZBrokerDisclosure event(s) on record
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Richard H DavidianCRD 7346240 · Lone Tree, COIA RegisteredBroker
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Kevin Alan DavidsonCRD 7271998 · Lone Tree, COBroker
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Logan Michael Thomas DaviesCRD 7951911 · Austin, TXBroker
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Gerardo G Davila DiazCRD 7840331 · Orlando, FLIA RegisteredBroker
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Wesley Nicole DavilarivasCRD 7494075 · Orlando, FLBroker
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Amber Nicole DavisCRD 6544963 · Westlake, TXBrokerDisclosure event(s) on record
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Cameron DavisCRD 7245425 · Boise, IDIA RegisteredBroker
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Cody Edward DavisCRD 7365707 · Westlake, TXBroker
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Colton Riley DavisCRD 7532328 · Omaha, NEIA RegisteredBroker
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Elizabeth DavisCRD 6989719 · Indianapolis, INBroker
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Elyn M DavisCRD 2896829 · Phoenix, AZBroker
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Grant Austin DavisCRD 8136967 · Indianapolis, INBroker
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Hanna Marie DavisCRD 7302104 · Westlake, TXBroker
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Harley Allen DavisCRD 7293775 · Omaha, NEBrokerDisclosure event(s) on record
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Jonathan DavisCRD 7722994 · Westlake, TXBroker
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Kimberly Michelle DavisCRD 5753703 · Westlake, TXIA RegisteredBroker
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Kylie DavisCRD 7826843 · Indianapolis, INBroker
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Laci H DavisCRD 6181623 · Phoenix, AZIA RegisteredBroker
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Michael A DavisCRD 2713342 · San Francisco, CAIA RegisteredBroker
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Miqaela Nicole DavisCRD 7925242 · Omaha, NEBroker
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Mitchell Keiken DavisCRD 7006040 · Bethesda, MDIA RegisteredBroker
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Natalie Camille DavisCRD 7661514 · Westlake, TXBroker
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Robin R DavisCRD 5497894 · Omaha, NEBroker
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Shawn M DavisCRD 2837708 · Orlando, FLIA RegisteredBroker
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Stephen DavisCRD 8269754 · Walnut Creek, CABroker
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Taylor Lin DavisCRD 7040784 · St Louis, MOBrokerDisclosure event(s) on record
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Dennis D Davis IICRD 7444052 · Westlake, TXIA RegisteredBroker
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Preston Gabriel Davis-GarciaCRD 7915876 · Orlando, FLBroker
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Spencer Gordon DawCRD 5912420 · Seattle, WAIA RegisteredBroker
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Logan DawesCRD 7160162 · Miamisburg, OHIA RegisteredBroker
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Andrea Leonardi DawsonCRD 4796515 · Omaha, NEBroker
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Cory A DawsonCRD 4306452 · Phoenix, AZIA RegisteredBroker
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Kasey Alexander DawsonCRD 6895354 · Westlake, TXBroker
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Alexander DayCRD 7877890 · Plano, TXIA RegisteredBroker
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Anna Christine DayCRD 7705563 · Westlake, TXBroker
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Jennifer M DayCRD 7308095 · Omaha, NEBroker
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Vivek DayalCRD 7872232 · Westlake, TXBroker
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Vincent Mario De CesareCRD 8136607 · Phoenix, AZBroker
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Gwendolynn Lee De GraafCRD 7673662 · Lone Tree, COBroker
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Amarilis De JesusCRD 7504719 · Austin, TXBroker
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Hector Bryan De Jesus RamosCRD 6680367 · Phoenix, AZBroker
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Gianni De La CruzCRD 6082607 · Phoenix, AZIA RegisteredBroker
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Michael D De La TorreCRD 6670380 · El Paso, 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 23, 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.