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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

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

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

3 registered advisors work at Charles Schwab & Co., Inc. in Estero, out of 6,283 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

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

All Estero advisors →

Edward Jones 7Raymond James Financial Services Advisors, Inc. 6LPL Financial LLC 5Osaic Wealth, Inc. 5Fifth Third Securities, Inc. 3J.P. Morgan Securities LLC 3Pruitt Richmond Wealth Management LLC 3Strategic Advisers LLC 3

Questions

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

3 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Estero, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 6,283 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 5 in Estero by registered advisors; Edward Jones has the most, with 7.

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

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.