Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Sunnyvale, CA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Sunnyvale, A to Z.
The short answer
16 registered advisors work at Charles Schwab & Co., Inc. in Sunnyvale, out of 5,933 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 16 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Sunnyvale, A to Z
Every Charles Schwab & Co., Inc. advisor →- William BeauforeAlso a broker rep
- Ryan M. BrownAlso a broker rep
- Michael ChenAlso a broker rep
- Nicole GatissAlso a broker rep
- Abhishek GuptaAlso a broker rep
- Zachary S. LaferAlso a broker rep
- Suki N. LeeAlso a broker rep
- Benjamin J. LundquistAlso a broker rep
- Ismael V. MaciasCertified Financial Planner · Also a broker rep
- Randy R. ManzanaresAlso a broker rep
- Xiaosheng MeiAlso a broker rep
- Alex N. PreisserAlso a broker rep
- Anastasia J. SchmidtAlso a broker rep
- Aaron H. SchureAlso a broker rep
- Dalten R. SmithCertified Financial Planner · Also a broker rep
- Heath A. StrasserAlso 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 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 Sunnyvale
All Sunnyvale advisors →Strategic Advisers LLC 33LPL Financial LLC 5J.P. Morgan Securities LLC 4State Farm Investment Management Corp. 4Edward Jones 3Honu Wealth Management 3Merrill Lynch, Pierce, Fenner & Smith Incorporated 3
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Sunnyvale?
16 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Sunnyvale, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 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 Sunnyvale?
Charles Schwab & Co., Inc. ranks number 2 in Sunnyvale by registered advisors; Strategic Advisers LLC has the most, with 33.
How do I check a Charles Schwab & Co., Inc. advisor in Sunnyvale?
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.