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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 Fort Myers, FL

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

The short answer

9 registered advisors work at Charles Schwab & Co., Inc. in Fort Myers, out of 5,937 at the firm nationwide; it ranks number 15 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Fort Myers, 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 Fort Myers

All Fort Myers advisors →

Morgan Stanley 27Ameriprise Financial Services, LLC 22LPL Financial LLC 22Wells Fargo Advisors Financial Network, LLC 21Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Park Avenue Securities LLC 18Raymond James & Associates, Inc. 18UBS Financial Services Inc. 15Wells Fargo Clearing Services, LLC 15Cetera Investment Advisers LLC 14Raymond James Financial Services Advisors, Inc. 14Stifel, Nicolaus & Company, Incorporated 11

Questions

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

9 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Fort Myers, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 15 in Fort Myers by registered advisors; Morgan Stanley has the most, with 27.

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

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.