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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Coral Gables, FL

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

The short answer

15 registered advisors work at Charles Schwab & Co., Inc. in Coral Gables, out of 5,933 at the firm nationwide; it ranks number 13 in the city by advisors. 2 list the CFP designation and 15 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Coral Gables, 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 788Lone Tree, CO 468Phoenix, AZ 425Orlando, FL 217Omaha, NE 201Austin, TX 197Indianapolis, IN 156New York City, NY 89Chicago, IL 88San Francisco, CA 70Richfield, OH 66St Louis, MO 61San Diego, CA 42Scottsdale, AZ 42Newport Beach, CA 40

Other firms in Coral Gables

All Coral Gables advisors →

UBS Financial Services Inc. 115Morgan Stanley 103Raymond James & Associates, Inc. 80Merrill Lynch, Pierce, Fenner & Smith Incorporated 74Wells Fargo Clearing Services, LLC 56Oppenheimer & Co. Inc. 35Bradesco Global Advisors 23Snowden Capital Advisors LLC 21Amerant Investments, Inc. 19Evensky & Katz/Foldes Wealth Management 19We Family Offices 19Stifel, Nicolaus & Company, Incorporated 17

Questions

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

15 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Coral Gables, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 2 list the CFP designation and 15 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 13 in Coral Gables by registered advisors; UBS Financial Services Inc. has the most, with 115.

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

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.