Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Winter Park, FL
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Winter Park, A to Z.
The short answer
11 registered advisors work at Charles Schwab & Co., Inc. in Winter Park, out of 5,937 at the firm nationwide; it ranks number 10 in the city by advisors. 4 list the CFP designation and 11 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Winter Park, A to Z
Every Charles Schwab & Co., Inc. advisor →- Kyle D. ChristianCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Erncy DumornayAlso a broker rep
- Carter J. FeltnerAlso a broker rep
- Caleb M. FennerCertified Financial Planner · Also a broker rep
- Frank R. LiccardoCertified Financial Planner · Also a broker rep
- Jeffrey E. LinaresAlso a broker rep
- Cameron MauchinCertified Financial Planner · Also a broker rep
- Pierce A. MohelnitzkyAlso a broker rep
- David PetersAlso a broker rep
- Danielle S. StarlingAlso a broker rep
- Bryce R. SutherlandAlso 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 Winter Park
All Winter Park advisors →Morgan Stanley 51Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Wells Fargo Clearing Services, LLC 38Strategic Advisers LLC 26Ameriprise Financial Services, LLC 24Truist Advisory Services, Inc. 22LPL Financial LLC 21Raymond James Financial Services Advisors, Inc. 20UBS Financial Services Inc. 18Raymond James & Associates, Inc. 10Rockefeller Financial LLC 8Advus Financial Partners, LLC 7
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Winter Park?
11 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Winter Park, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 4 list the CFP designation and 11 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Winter Park?
Charles Schwab & Co., Inc. ranks number 10 in Winter Park by registered advisors; Morgan Stanley has the most, with 51.
How do I check a Charles Schwab & Co., Inc. advisor in Winter Park?
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.