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 83 of 341
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Mason Tyler DrumCRD 7387470 · Boise, IDIA RegisteredBroker
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Justin Matthew DryjanskiCRD 7718842 · Lone Tree, COBroker
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Nicole Andranae Spivey DrzewieckiCRD 5311802 · Lone Tree, COBroker
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Crockett Drew DuboseCRD 6820864 · Houston, TXIA RegisteredBroker
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Andres Daniel DuarteCRD 8080589 · Lone Tree, COBroker
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Avni DubeyCRD 8216193 · Los Gatos, CAIA RegisteredBroker
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Heather DubmanCRD 8206882 · Indianapolis, INBroker
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Taylor DubyCRD 7172639 · Westlake, TXBroker
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Olivia May DudleyCRD 7502072 · Lone Tree, COIA RegisteredBroker
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Edward DuenasCRD 7973400 · Phoenix, AZBroker
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Chad G DuffCRD 7558053 · Orlando, FLBroker
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Jonathan Lee DuffCRD 7648670 · Omaha, NEIA RegisteredBroker
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Onix DuffCRD 7030183 · Westlake, TXBroker
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Matthew Mark DuffeyCRD 7442772 · Chicago, ILIA RegisteredBroker
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Matthew S DuffieldCRD 4801680 · Orlando, FLBrokerDisclosure event(s) on record
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Collin Patrick DuffyCRD 7590448 · Cottonwood Heights, UTIA RegisteredBroker
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Connor Lawrence DuffyCRD 8034319 · Edina, MNIA RegisteredBroker
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Jaclyn Marie DuffyCRD 8074316 · Lone Tree, COBroker
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Jacob Michael DukmanCRD 7594918 · Cranberry Township, PAIA RegisteredBroker
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Trent Skye DumlaoCRD 7385167 · Phoenix, AZBroker
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Erncy DumornayCRD 5487018 · Winter Park, FLIA RegisteredBroker
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Kathryn DunawayCRD 7914491 · Phoenix, AZIA RegisteredBroker
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Christopher L DuncanCRD 4226767 · Lone Tree, COIA RegisteredBrokerDisclosure event(s) on record
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Javonte Taylor DuncanCRD 6908745 · Lone Tree, COBroker
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Bryan Anthony DunlapCRD 7438059 · Westlake, TXBroker
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John Francis DunlapCRD 7298611 · Westlake, TXBroker
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Stephen Riley DunleavyCRD 6665984 · Leawood, KSIA RegisteredBroker
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Mark David DunnCRD 4610413 · Phoenix, AZIA RegisteredBroker
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Martin F DunnCRD 3233497 · Corte Madera, CAIA RegisteredBroker
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Melanie DunnCRD 6878339 · Phoenix, AZIA RegisteredBroker
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Miranda DunnCRD 6870058 · Orlando, FLBroker
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Nathan Mark DunnCRD 7601684 · Lone Tree, COIA RegisteredBroker
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Nolan Philip DunnCRD 8100317 · Seal Beach, CAIA RegisteredBroker
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Matthew James DunphyCRD 6482040 · Phoenix, AZBrokerRegistration inactive
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Benjamin DuongCRD 7924236 · Austin, TXBroker
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Chi Kim DuongCRD 7906119 · Lone Tree, COIA RegisteredBroker
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Mercedez Luna DuongCRD 7765962 · Lone Tree, COIA RegisteredBroker
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Thanh V DuongCRD 6871673 · Orlando, FLBroker
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Preston O DuppinsCRD 6732539 · Orlando, FLIA RegisteredBroker
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Ellissa DupreeCRD 8155415 · Austin, TXBroker
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Gregory Lucas DuracinskiCRD 4144905 · Omaha, NEIA RegisteredBroker
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Daniel John DuranCRD 8029256 · Menlo Park, CAIA RegisteredBroker
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Elizabeth Mary DuranCRD 4668100 · Phoenix, AZIA RegisteredBroker
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Melvin DuranCRD 8192326 · Orlando, FLIA RegisteredBroker
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Sanel DuranovicCRD 6126131 · Chicago, ILIA RegisteredBroker
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Dustin J DurantCRD 7203476 · Omaha, NEBrokerDisclosure event(s) on record
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Mikaela Rose DurantCRD 7966341 · Omaha, NEBroker
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Medin DurgutovicCRD 8146225 · Lone Tree, COBroker
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Aaron T DurhamCRD 4056135 · Phoenix, AZBroker
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Raabe Alexa DurhamCRD 4304574 · Lone Tree, COBrokerRegistration inactive
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 24, 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.