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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Greenwich, CT

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

The short answer

3 registered advisors work at Charles Schwab & Co., Inc. in Greenwich, out of 5,933 at the firm nationwide; it ranks number 21 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Greenwich, 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 Greenwich

All Greenwich advisors →

J.P. Morgan Securities LLC 140Morgan Stanley 93Merrill Lynch, Pierce, Fenner & Smith Incorporated 77Citigroup Global Markets Inc. 56UBS Financial Services Inc. 37Raymond James & Associates, Inc. 26Wells Fargo Clearing Services, LLC 20Northcoast Asset Management LLC 14Ameriprise Financial Services, LLC 11Strategic Advisers LLC 11Greenwich Wealth Management, LLC 9Searle & Co. 6

Questions

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

3 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Greenwich, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 21 in Greenwich by registered advisors; J.P. Morgan Securities LLC has the most, with 140.

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

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.