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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in San Mateo, CA

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

The short answer

18 registered advisors work at Charles Schwab & Co., Inc. in San Mateo, out of 5,933 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 18 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in San Mateo, 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 788Lone Tree, CO 468Phoenix, AZ 425Orlando, FL 217Omaha, NE 201Austin, TX 197Indianapolis, IN 156New York City, NY 89Chicago, IL 88San Francisco, CA 70Richfield, OH 66St Louis, MO 61San Diego, CA 42Scottsdale, AZ 42Newport Beach, CA 40

Other firms in San Mateo

All San Mateo advisors →

Fisher Investments 48Merrill Lynch, Pierce, Fenner & Smith Incorporated 37Emerson Equity LLC 30Morgan Stanley 30LPL Financial LLC 27UBS Financial Services Inc. 20Newfront Retirement Services, Inc. 15J.P. Morgan Securities LLC 10Eagle Strategies LLC 8Vantage Wealth Management, LLC 7Wells Fargo Clearing Services, LLC 7Osaic Wealth, Inc. 6

Questions

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

18 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in San Mateo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 0 list the CFP designation and 18 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 7 in San Mateo by registered advisors; Fisher Investments has the most, with 48.

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

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.