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Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors in Florida

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

The short answer

225 registered advisors work at Schwab Wealth Advisory, Inc. in Florida, out of 1,476 nationwide; it's the firm's number 3 state by advisors, and the most are in Orlando (188). 64 list the CFP designation and 224 are also registered broker representatives.

Schwab Wealth Advisory, Inc. advisors by city in Florida

Every firm in Florida →

Orlando 188Tampa 6Riverview 4Maitland 3Lithia 2Wesley Chapel 2Altamonte Springs 1Edgewater 1Hollywood 1Indialantic 1Land O Lakes 1Lano O Lakes 1Oldsmar 1Orando 1Oviedo 1Palm Beach Gardens 1St. Petersburg 1Windermere 1Winter Garden 1

Schwab Wealth Advisory, Inc. advisors in Florida, A to Z

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Schwab Wealth Advisory, Inc. advisors in every state →Schwab Wealth Advisory, Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →

Schwab Wealth Advisory, Inc. in other states

Arizona 261Colorado 220Texas 213Indiana 163California 138Georgia 33Illinois 32North Carolina 23Washington 22New Jersey 21Virginia 21Pennsylvania 17Minnesota 16Massachusetts 14New York 14Ohio 14Missouri 13Nebraska 7Connecticut 3Michigan 3

Questions

How many Schwab Wealth Advisory, Inc. financial advisors are in Florida?

225 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 at the firm nationwide. 64 list the CFP designation and 224 are also registered as broker representatives.

Where in Florida does Schwab Wealth Advisory, Inc. have the most advisors?

Orlando, with 188, then Tampa (6). Schwab Wealth Advisory, Inc. has advisors in 19 cities in Florida.

How do I check a Schwab Wealth Advisory, 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 Schwab Wealth Advisory, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.