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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Boca Raton, FL

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

The short answer

18 registered advisors work at Charles Schwab & Co., Inc. in Boca Raton, out of 6,283 at the firm nationwide; it ranks number 19 in the city by advisors. 2 list the CFP designation and 18 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Boca Raton, 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 805Lone Tree, CO 515Phoenix, AZ 456Omaha, NE 224Orlando, FL 222Austin, TX 208Indianapolis, IN 175New York City, NY 92Chicago, IL 91Richfield, OH 77San Francisco, CA 75St Louis, MO 60Scottsdale, AZ 49San Diego, CA 46Denver, CO 40

Other firms in Boca Raton

All Boca Raton advisors →

Morgan Stanley 193Merrill Lynch, Pierce, Fenner & Smith Incorporated 112Wells Fargo Clearing Services, LLC 103Ameriprise Financial Services, LLC 99Raymond James & Associates, Inc. 59Nfsg Corporation 54LPL Financial LLC 48Wells Fargo Advisors Financial Network, LLC 41Equitable Advisors, LLC 39RBC Capital Markets, LLC 35Valic Financial Advisors, Inc. 35J.P. Morgan Securities LLC 34

Questions

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

18 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Boca Raton, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 6,283 nationwide. 2 list the CFP designation and 18 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 19 in Boca Raton by registered advisors; Morgan Stanley has the most, with 193.

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

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.