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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Florida

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

The short answer

478 registered advisors work at Charles Schwab & Co., Inc. in Florida, out of 5,933 nationwide; it's the firm's number 5 state by advisors, and the most are in Orlando (217). 54 list the CFP designation and 478 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors by city in Florida

Every firm in Florida →

Orlando 217Tampa 27Jacksonville 25Palm Beach Gardens 22Naples 19Boca Raton 18Sarasota 18Coral Gables 15Winter Park 12Miami 10St. Petersburg 10Fort Lauderdale 9Fort Myers 7Plantation 7Aventura 6Clearwater 6Delray Beach 6The Villages 6Ormond Beach 4Estero 3Gainesville 3Clermont 2Lutz 2Marco Island 2St. Augustine 2Tallahassee 2West Palm Beach 2Beverly Hills 1Coral Springs 1Dunedin 1Jacksonville Beach 1Miramar Beach 1Niceville 1Oveido 1Pensacola 1Ponte Vedra Beach 1Seminole 1Temple Terrace 1Vero Beach 1Wesley Chapel 1West Melbourne 1Windermere 1Zephyrhills 1

Charles Schwab & Co., Inc. advisors in Florida, A to Z

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Charles Schwab & Co., Inc. advisors in every 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. in other states

Texas 1,242California 777Colorado 558Arizona 513Nebraska 203Illinois 201New York 196Indiana 193New Jersey 156Ohio 146Missouri 123Washington 105Virginia 85North Carolina 79Georgia 76Massachusetts 74Pennsylvania 69Maryland 67Michigan 59Connecticut 56Minnesota 51Nevada 51Tennessee 47Oregon 42Wisconsin 30Utah 28Kentucky 23Kansas 21Oklahoma 20South Carolina 19New Hampshire 17Alabama 15District of Columbia 14Hawaii 14Montana 11New Mexico 9Delaware 8Louisiana 8Rhode Island 8Iowa 7Idaho 7Alaska 4Arkansas 4Mississippi 3South Dakota 3Vermont 3Wyoming 3

Questions

How many Charles Schwab & Co., Inc. financial advisors are in Florida?

478 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 at the firm nationwide. 54 list the CFP designation and 478 are also registered as broker representatives.

Where in Florida does Charles Schwab & Co., Inc. have the most advisors?

Orlando, with 217, then Tampa (27). Charles Schwab & Co., Inc. has advisors in 43 cities in Florida.

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

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.