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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in St. Petersburg, FL

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

The short answer

9 registered advisors work at Charles Schwab & Co., Inc. in St. Petersburg, out of 5,937 at the firm nationwide; it ranks number 15 in the city by advisors. 2 list the CFP designation and 9 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in St. Petersburg, 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 St. Petersburg

All St. Petersburg advisors →

Raymond James & Associates, Inc. 612Raymond James Financial Services Advisors, Inc. 59Morgan Stanley 42Elevate Financial Planning And Wealth Management 39RBC Capital Markets, LLC 21UBS Financial Services Inc. 17LPL Enterprise, LLC 15Dynasty Wealth Management, LLC 14Strategic Advisers LLC 14Ars Wealth Advisors 13Corient 13Cyndeo Wealth Partners 13

Questions

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

9 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in St. Petersburg, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 2 list the CFP designation and 9 are also registered as broker representatives.

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

Charles Schwab & Co., Inc. ranks number 15 in St. Petersburg by registered advisors; Raymond James & Associates, Inc. has the most, with 612.

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

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.