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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Berkeley, CA

Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Berkeley, A to Z.

8 registered advisors work at Charles Schwab & Co., Inc. in Berkeley, out of 6,283 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 8 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Berkeley, A to Z

Every Charles Schwab & Co., Inc. advisor →

Charles Schwab & Co., Inc. advisors in every city and state →Charles Schwab & Co., Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →

Charles Schwab & Co., Inc. advisors in other cities

Westlake, TX 805Lone Tree, CO 515Phoenix, AZ 456Omaha, NE 224Orlando, FL 222Austin, TX 208Indianapolis, IN 175New York City, NY 92Chicago, IL 91Richfield, OH 77San Francisco, CA 75St Louis, MO 60Scottsdale, AZ 49San Diego, CA 46Denver, CO 40

Other firms in Berkeley

All Berkeley advisors →

Strategic Advisers LLC 28North Berkeley Wealth Management, LLC 10J.P. Morgan Securities LLC 7Willow Grove Advisors, LLC 6Affinity Capital Advisors LLC 5Blume Capital Management, Inc. 4Citigroup Global Markets Inc. 4Elmwood Wealth Management 4State Farm Investment Management Corp. 4Clayton Partners LLC 3

Questions

How many financial advisors does Charles Schwab & Co., Inc. have in Berkeley?

8 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Berkeley, California, according to the SEC's Investment Adviser Public Disclosure records, out of 6,283 nationwide. 0 list the CFP designation and 8 are also registered as broker representatives.

Is Charles Schwab & Co., Inc. one of the largest advisor employers in Berkeley?

Charles Schwab & Co., Inc. ranks number 3 in Berkeley by registered advisors; Strategic Advisers LLC has the most, with 28.

How do I check a Charles Schwab & Co., Inc. advisor in Berkeley?

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.