Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Cupertino, CA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Cupertino, A to Z.
The short answer
26 registered advisors work at Charles Schwab & Co., Inc. in Cupertino, out of 5,937 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 26 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Cupertino, A to Z
Every Charles Schwab & Co., Inc. advisor →- Wendy N. BanksAlso a broker rep
- Shu-Ming C. ChuAlso a broker rep
- Ted G. CocolesAlso a broker rep
- Gary P. CornfordAlso a broker rep
- Namal K. De SilvaAlso a broker rep
- Daniel GongAlso a broker rep
- Hannah HanAlso a broker rep
- Hsin Yi Vivian Y. HsiehAlso a broker rep
- Wei HuaAlso a broker rep
- Mary Y. LaiCertified Financial Planner · Also a broker rep
- Kuanyee LeeAlso a broker rep
- Jordan R. Matthews IIIAlso a broker rep
- Michael M. NgoAlso a broker rep
- Quang P. NguyenAlso a broker rep
- Kunjie OuAlso a broker rep
- Bela E. PalfalviAlso a broker rep
- Joseph J. RunyanAlso a broker rep
- Xiaoyi TangChartered Financial Analyst · Also a broker rep
- William B. WangAlso a broker rep
- Xinyao WangAlso a broker rep
- Brian Z. WongAlso a broker rep
- Yihua XieAlso a broker rep
- Wei ZhaiAlso a broker rep
- Phoebe ZhangAlso a broker rep
- Xueling ZhangCertified Financial Planner · Also a broker rep
- Aiyun ZongAlso 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 59Scottsdale, AZ 43San Diego, CA 41Los Angeles, CA 40
Other firms in Cupertino
All Cupertino advisors →Morgan Stanley 49J.P. Morgan Securities LLC 13Hsbc Securities (USA) Inc. 7LPL Financial LLC 5Citigroup Global Markets Inc. 4Eagle Strategies LLC 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4Wealth Enhancement Advisory Services, LLC 4Insideout Wealth Strategies, LLC 3State Farm Investment Management Corp. 3The Wealth Consulting Group 3Transamerica Financial Advisors, LLC 3
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Cupertino?
26 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Cupertino, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 2 list the CFP designation and 26 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Cupertino?
Charles Schwab & Co., Inc. ranks number 2 in Cupertino by registered advisors; Morgan Stanley has the most, with 49.
How do I check a Charles Schwab & Co., Inc. advisor in Cupertino?
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.