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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Clearwater, FL

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

The short answer

6 registered advisors work at Charles Schwab & Co., Inc. in Clearwater, out of 5,937 at the firm nationwide; it ranks number 19 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

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

All Clearwater advisors →

Csenge Advisory Group, LLC 40Merrill Lynch, Pierce, Fenner & Smith Incorporated 30Raymond James Financial Services Advisors, Inc. 28LPL Financial LLC 25Ameriprise Financial Services, LLC 19Provise Management Group, LLC 17Raymond James & Associates, Inc. 16Steward Partners Investment Advisory, LLC 15Strategic Advisers LLC 14Edward Jones 12Indivisible Partners 12Cambridge Investment Research Advisors, Inc. 9

Questions

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

6 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Clearwater, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 19 in Clearwater by registered advisors; Csenge Advisory Group, LLC has the most, with 40.

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

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.