Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Sarasota, FL
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Sarasota, A to Z.
The short answer
18 registered advisors work at Charles Schwab & Co., Inc. in Sarasota, out of 5,937 at the firm nationwide; it ranks number 12 in the city by advisors. 3 list the CFP designation and 18 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Sarasota, A to Z
Every Charles Schwab & Co., Inc. advisor →- Stephen R. CetruloAlso a broker rep
- Ashley H. CromieAlso a broker rep
- Jeffrey CrouseCertified Financial Planner · Also a broker rep
- Wallis DelrosarioAlso a broker rep
- Kevin T. DichilloAlso a broker rep
- Sylvia DygaAlso a broker rep
- Corey S. ElliottCertified Financial Planner · Also a broker rep
- Bradford JonesAlso a broker rep
- Robert B. KnickAlso a broker rep
- Alexander S. LallmanAlso a broker rep
- Stephen McLeodAlso a broker rep
- Jonathan R. MeffordAlso a broker rep
- Matthew NastasiCertified Financial Planner · Also a broker rep
- Antonio PerlainAlso a broker rep
- Zoe PowellAlso a broker rep
- Dorothy A. SperryAlso a broker rep
- Andrea K. StephensonAlso a broker rep
- Erika A. WilkesAlso a broker rep
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 Sarasota
All Sarasota advisors →Morgan Stanley 91Wells Fargo Clearing Services, LLC 39Merrill Lynch, Pierce, Fenner & Smith Incorporated 37LPL Financial LLC 34Strategic Advisers LLC 34Ameriprise Financial Services, LLC 23RBC Capital Markets, LLC 23Raymond James & Associates, Inc. 23Edward Jones 22Florida Financial Advisors, LLC 21Mariner 20Raymond James Financial Services Advisors, Inc. 17
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Sarasota?
18 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Sarasota, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 3 list the CFP designation and 18 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Sarasota?
Charles Schwab & Co., Inc. ranks number 12 in Sarasota by registered advisors; Morgan Stanley has the most, with 91.
How do I check a Charles Schwab & Co., Inc. advisor in Sarasota?
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.