Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Los Altos, CA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Los Altos, A to Z.
The short answer
16 registered advisors work at Charles Schwab & Co., Inc. in Los Altos, out of 5,937 at the firm nationwide; it ranks number 1 in the city by advisors. 2 list the CFP designation and 16 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Los Altos, A to Z
Every Charles Schwab & Co., Inc. advisor →- Robert D. BoydAlso a broker rep
- Dustin R. BrunzlickAlso a broker rep
- Sally S. ChibAlso a broker rep
- Michael W. EvansAlso a broker rep
- Chandra D. FosterAlso a broker rep
- Virendra V. KanyalAlso a broker rep
- Troy J. KenyonAlso a broker rep
- Adrian LeeAlso a broker rep
- Robert J. MullarkeyAlso a broker rep
- Joshua J. SangalangAlso a broker rep
- Dustin SherlockAlso a broker rep
- Donghyup ShinCertified Financial Planner · Also a broker rep
- Marina F. StrasserCertified Financial Planner · Also a broker rep
- Emma E. TornelAlso a broker rep
- Nathaniel WeirAlso a broker rep
- Suet L. WongAlso a broker rep
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 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 Los Altos
All Los Altos advisors →Diversifi Capital Inc. 7Edward Jones 5Mariner 5Ameriprise Financial Services, LLC 4Strategic Advisers LLC 4Gates Pass Advisors, LLC 3J.P. Morgan Securities LLC 3Traveka Wealth, LLC 3
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Los Altos?
16 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Los Altos, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 2 list the CFP designation and 16 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Los Altos?
Charles Schwab & Co., Inc. ranks number 1 in Los Altos by registered advisors, ahead of Diversifi Capital Inc. (7).
How do I check a Charles Schwab & Co., Inc. advisor in Los Altos?
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.