Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Tampa, FL
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Tampa, A to Z.
The short answer
29 registered advisors work at Charles Schwab & Co., Inc. in Tampa, out of 5,937 at the firm nationwide; it ranks number 22 in the city by advisors. 7 list the CFP designation and 29 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Tampa, A to Z
Every Charles Schwab & Co., Inc. advisor →- Ryan C. AdamsAlso a broker rep
- Richard K. BerryCertified Financial Planner · Also a broker rep
- Mark W. BolleAlso a broker rep
- Thomas W. Cardoso Jr.Also a broker rep
- Joshua C. ClarkCertified Financial Planner · Also a broker rep
- Justin M. ColeCertified Financial Planner · Also a broker rep
- Tucker F. DooleyCertified Financial Planner · Also a broker rep
- Christian D. EllisAlso a broker rep
- Thomas J. FarrellAlso a broker rep
- Lee R. GorgasAlso a broker rep
- Gabriel Z. HoovenAlso a broker rep
- Kristopher E. HortonAlso a broker rep
- Cody T. KimbleAlso a broker rep
- Dale B. LangefelsAlso a broker rep
- Michael J. MealyAlso a broker rep
- Craig E. MooreCertified Financial Planner · Also a broker rep
- Carly J. MurphyCertified Financial Planner · Also a broker rep
- James D. Mussio Jr.Also a broker rep
- Susan Mya-San JonesAlso a broker rep
- Cynthia M. NiesenCertified Financial Planner · Also a broker rep
- Michael A. NievesAlso a broker rep
- Jonathan PeraltaAlso a broker rep
- Dena L. PetersenAlso a broker rep
- Nelson Rodriguez OrsiniAlso a broker rep
- Barry L. TallmanAlso a broker rep
- Kevin L. WhittingtonAlso a broker rep
- Ian M. WileyAlso a broker rep
- Cade B. WilliamsAlso a broker rep
- Ninalette Joy C. YeeAlso 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 Tampa
All Tampa advisors →Fisher Investments 374Morgan Stanley 297J. W. Cole Advisors, Inc. 228Concurrent Investment Advisors, LLC 125Merrill Lynch, Pierce, Fenner & Smith Incorporated 107LPL Financial LLC 89Independent Financial Partners 82Florida Financial Advisors, LLC 78J.P. Morgan Securities LLC 70Ameriprise Financial Services, LLC 63Wells Fargo Clearing Services, LLC 60Calton & Associates, Inc. 56
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Tampa?
29 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 7 list the CFP designation and 29 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Tampa?
Charles Schwab & Co., Inc. ranks number 22 in Tampa by registered advisors; Fisher Investments has the most, with 374.
How do I check a Charles Schwab & Co., Inc. advisor in Tampa?
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.