Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Menlo Park, CA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Menlo Park, A to Z.
The short answer
34 registered advisors work at Charles Schwab & Co., Inc. in Menlo Park, out of 5,937 at the firm nationwide; it ranks number 3 in the city by advisors. 7 list the CFP designation and 34 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Menlo Park, A to Z
Every Charles Schwab & Co., Inc. advisor →- Gabrielle N. BechwatiCertified Financial Planner · Also a broker rep
- Shelby A. BullionAlso a broker rep
- Therese M. Cleary-WhitingAlso a broker rep
- Edgar S. DiazAlso a broker rep
- Desairee Diaz SolisAlso a broker rep
- Daniel J. DuranAlso a broker rep
- Max B. EverettCertified Financial Planner · Also a broker rep
- Timothy D. FreelandAlso a broker rep
- Erik G. GalsgaardAlso a broker rep
- Jeffrey E. GongAlso a broker rep
- Daniel HustonAlso a broker rep
- Brandon JamesAlso a broker rep
- Dylan JayasekeraAlso a broker rep
- Melody Y. LinAlso a broker rep
- Caroline MaglioAlso a broker rep
- Michael O. MaloufAlso a broker rep
- Ahmed MetwalyAlso a broker rep
- Nolan MichaelsCertified Financial Planner · Also a broker rep
- Julianna M. MillerAlso a broker rep
- Karim W. NalbandyAlso a broker rep
- Nickitas PanayotouAlso a broker rep
- Christian A. PetersenCertified Financial Planner · Also a broker rep
- Ryan M. PurpurAlso a broker rep
- Madiyar RakhymzhanAlso a broker rep
- Alexander C. RichAlso a broker rep
- Colby A. SchmidtCertified Financial Planner · Also a broker rep
- Daniel J. SchwartzAlso a broker rep
- Nicholas J. SexauerAlso a broker rep
- John J. Sheehan Jr.Certified Financial Planner · Also a broker rep
- Kelvin Skewes CamposAlso a broker rep
- Feroz SubedarAlso a broker rep
- Jonathan E. VeraCertified Financial Planner · Also a broker rep
- Nathan WalshAlso a broker rep
- Lan T. ZhangAlso 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 Menlo Park
All Menlo Park advisors →Morgan Stanley 184Robinhood Asset Management 64Focus Partners Wealth, LLC 19Corient 15Citizens Securities, Inc. 13J.P. Morgan Securities LLC 7Sage Rhino Capital LLC 7Svb Wealth 5Ameriprise Financial Services, LLC 4Cresset Asset Management, LLC 4Galileo Planning Group, Inc. 4Avalon Capital Management 3
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Menlo Park?
34 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Menlo Park, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 7 list the CFP designation and 34 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Menlo Park?
Charles Schwab & Co., Inc. ranks number 3 in Menlo Park by registered advisors; Morgan Stanley has the most, with 184.
How do I check a Charles Schwab & Co., Inc. advisor in Menlo Park?
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.