Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Washington, DC
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Washington, A to Z.
The short answer
14 registered advisors work at Charles Schwab & Co., Inc. in Washington, out of 5,937 at the firm nationwide; it ranks number 16 in the city by advisors. 3 list the CFP designation and 14 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Washington, A to Z
Every Charles Schwab & Co., Inc. advisor →- Kara L. BruntzAlso a broker rep
- Anthony M. CitroCertified Financial Planner · Also a broker rep
- Casey CooperAlso a broker rep
- Keith T. CrossAlso a broker rep
- Charles C. HsiehAlso a broker rep
- John R. IngramAlso a broker rep
- Sean E. JenkinsAlso a broker rep
- Anthony P. JungAlso a broker rep
- Rajasak G. LeksangAlso a broker rep
- Helen J. McCallAlso a broker rep
- Dtrajon MooreAlso a broker rep
- Steven E. PilkertonCertified Financial Planner · Also a broker rep
- Alexander H. TatemAlso a broker rep
- Andrew VethCertified Financial Planner · Also 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 Washington
All Washington advisors →Morgan Stanley 213Merrill Lynch, Pierce, Fenner & Smith Incorporated 177J.P. Morgan Securities LLC 122UBS Financial Services Inc. 118Missionsquare Retirement 61Wells Fargo Clearing Services, LLC 47Citigroup Global Markets Inc. 39RBC Capital Markets, LLC 30Strategic Advisers LLC 30Oppenheimer & Co. Inc. 24Raymond James & Associates, Inc. 24Janney Montgomery Scott LLC 21
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Washington?
14 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Washington, District of Columbia, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 3 list the CFP designation and 14 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Washington?
Charles Schwab & Co., Inc. ranks number 16 in Washington by registered advisors; Morgan Stanley has the most, with 213.
How do I check a Charles Schwab & Co., Inc. advisor in Washington?
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.