Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Scottsdale, AZ
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Scottsdale, A to Z.
The short answer
42 registered advisors work at Charles Schwab & Co., Inc. in Scottsdale, out of 5,937 at the firm nationwide; it ranks number 15 in the city by advisors. 8 list the CFP designation and 42 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Scottsdale, A to Z
Every Charles Schwab & Co., Inc. advisor →- Omeed AssadiAlso a broker rep
- Aaron J. BaileyAlso a broker rep
- Vanessa BargerAlso a broker rep
- Daniel H. BarryAlso a broker rep
- Ainaz BayatiAlso a broker rep
- Daniel C. BoyettAlso a broker rep
- Max A. BrandAlso a broker rep
- Joy E. BricelandAlso a broker rep
- Derick BushAlso a broker rep
- Dante CarbajalAlso a broker rep
- Isabella CarrilhoCertified Financial Planner · Also a broker rep
- Frank J. CaseAlso a broker rep
- Maxwell A. CocrehamAlso a broker rep
- Andrew E. Davault IVAlso a broker rep
- Andres FrancoCertified Financial Planner · Also a broker rep
- Preston D. FriarsonAlso a broker rep
- Logan R. GillespieAlso a broker rep
- Kristen L. GinzelCertified Financial Planner · Also a broker rep
- Todd D. HoederAlso a broker rep
- Vijay KapurAlso a broker rep
- Leslie C. KillgoreAlso a broker rep
- Seeria KimAlso a broker rep
- Mark D. KizerCertified Financial Planner · Also a broker rep
- Steven W. LucasAlso a broker rep
- Brett LungarettiAlso a broker rep
- Samuel C. MitchellAlso a broker rep
- Madison C. OrtmeyerAlso a broker rep
- Richard S. ParetiAlso a broker rep
- Ryan A. PozniakAlso a broker rep
- Christian X. RodriguezAlso a broker rep
- Dominick J. SardellaAlso a broker rep
- Mark K. SchwellingAlso a broker rep
- Cathleen A. StrongAlso a broker rep
- Fredric J. SusserCertified Financial Planner · Also a broker rep
- Caylie A. TaylorCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Steven ThorntonAlso a broker rep
- Glenda R. ValenzuelaAlso a broker rep
- Adrian F. VancamperCertified Financial Planner · Also a broker rep
- Patrick J. WalstadAlso a broker rep
- Spencer R. WeaverAlso a broker rep
- Matthew WhitakerAlso a broker rep
- Devyn A. WirthCertified Financial Planner · Also a broker rep
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Charles Schwab & Co., Inc. advisors in other cities
Westlake, TX 780Lone Tree, CO 469Phoenix, AZ 424Orlando, FL 214Omaha, NE 209Austin, TX 203Indianapolis, IN 158New York City, NY 92Chicago, IL 86San Francisco, CA 70Richfield, OH 68St Louis, MO 59San Diego, CA 41Los Angeles, CA 40Newport Beach, CA 39
Other firms in Scottsdale
All Scottsdale advisors →Vanguard Advisers, Inc. 630Osaic Wealth, Inc. 291United Planners' Financial Services Of America A Limited Partner 154Wells Fargo Clearing Services, LLC 147Merrill Lynch, Pierce, Fenner & Smith Incorporated 135Morgan Stanley 127LPL Financial LLC 109Cetera Investment Advisers LLC 73Ameriprise Financial Services, LLC 69Strategic Advisers LLC 56MML Investors Services, LLC 50Equitable Advisors, LLC 49
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Scottsdale?
42 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Scottsdale, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 8 list the CFP designation and 42 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Scottsdale?
Charles Schwab & Co., Inc. ranks number 15 in Scottsdale by registered advisors; Vanguard Advisers, Inc. has the most, with 630.
How do I check a Charles Schwab & Co., Inc. advisor in Scottsdale?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Charles Schwab & Co., Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.