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Financial ADVSR advisor directory · SEC adviser records

Schwab Wealth Advisory, Inc. financial advisors in Tampa, FL

Every SEC-registered investment adviser representative at a Schwab Wealth Advisory, Inc. office in Tampa, A to Z.

The short answer

6 registered advisors work at Schwab Wealth Advisory, Inc. in Tampa, out of 1,476 at the firm nationwide; it ranks number 66 in the city by advisors. 4 list the CFP designation and 6 are also registered broker representatives.

Schwab Wealth Advisory, Inc. advisors in Tampa, A to Z

Every Schwab Wealth Advisory, Inc. advisor →

Schwab Wealth Advisory, Inc. advisors in every city and state →Schwab Wealth Advisory, Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →

Schwab Wealth Advisory, Inc. advisors in other cities

Phoenix, AZ 257Lone Tree, CO 204Orlando, FL 188Westlake, TX 177Indianapolis, IN 162San Francisco, CA 75Chicago, IL 31Atlanta, GA 29Austin, TX 20Charlotte, NC 19Jersey City, NJ 19San Diego, CA 19Bellevue, WA 17Tysons Corner, VA 17Edina, MN 15

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 Schwab Wealth Advisory, Inc. have in Tampa?

6 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Tampa, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 nationwide. 4 list the CFP designation and 6 are also registered as broker representatives.

Is Schwab Wealth Advisory, Inc. one of the largest advisor employers in Tampa?

Schwab Wealth Advisory, Inc. ranks number 66 in Tampa by registered advisors; Fisher Investments has the most, with 374.

How do I check a Schwab Wealth Advisory, 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 Schwab Wealth Advisory, 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.