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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

18 registered advisors work at Charles Schwab & Co., Inc. in Stamford, out of 5,933 at the firm nationwide; it ranks number 9 in the city by advisors. 3 list the CFP designation and 18 are also registered broker representatives.

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

All Stamford advisors →

Steward Partners Investment Advisory, LLC 154Merrill Lynch, Pierce, Fenner & Smith Incorporated 101New Edge Wealth 80Morgan Stanley 56O'Shaughnessy Asset Management, LLC 54UBS Financial Services Inc. 40Oppenheimer & Co. Inc. 28MML Investors Services, LLC 24RBC Capital Markets, LLC 17Equitable Advisors, LLC 16Strategic Advisers LLC 16Clear Harbor Asset Management, LLC 14

Questions

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

18 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Stamford, Connecticut, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 3 list the CFP designation and 18 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 9 in Stamford by registered advisors; Steward Partners Investment Advisory, LLC has the most, with 154.

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

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.