Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Atlanta, A to Z.
The short answer
27 registered advisors work at Charles Schwab & Co., Inc. in Atlanta, out of 5,933 at the firm nationwide; it ranks number 37 in the city by advisors. 3 list the CFP designation and 27 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Atlanta, A to Z
Every Charles Schwab & Co., Inc. advisor →- Daniel P. AlexanderCertified Financial Planner · Also a broker rep
- Zachary M. AumageAlso a broker rep
- Bari L. BeilinsonCertified Financial Planner · Also a broker rep
- Benjamin P. CaseboltAlso a broker rep
- Nicholas E. JoinerAlso a broker rep
- Sang Hyeon KimAlso a broker rep
- Andrew R. KunceAlso a broker rep
- Chanyoung LeeAlso a broker rep
- David E. MattoxAlso a broker rep
- David MayeuxAlso a broker rep
- Christopher J. MetzgerAlso a broker rep
- Sebastian J. O'NealAlso a broker rep
- Ryan OdendahlAlso a broker rep
- Devin OrrAlso a broker rep
- Anthony B. OwenCertified Financial Planner · Also a broker rep
- Katerine Patino MadrigalAlso a broker rep
- Eduardo Pinson GarciaAlso a broker rep
- Manga N. RauAlso a broker rep
- Robert A. ReeseAlso a broker rep
- Robert P. RobinsonAlso a broker rep
- Tyler S. SandersAlso a broker rep
- Chirag D. ShahAlso a broker rep
- Alonso TangarifeAlso a broker rep
- John WeaverAlso a broker rep
- Amita WebbAlso a broker rep
- Coleman WellerAlso a broker rep
- Matthew J. WilsonAlso a broker rep
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Charles Schwab & Co., Inc. advisors in other cities
Westlake, TX 788Lone Tree, CO 468Phoenix, AZ 425Orlando, FL 217Omaha, NE 201Austin, TX 197Indianapolis, IN 156New York City, NY 89Chicago, IL 88San Francisco, CA 70Richfield, OH 66St Louis, MO 61San Diego, CA 42Scottsdale, AZ 42Newport Beach, CA 40
Other firms in Atlanta
All Atlanta advisors →Morgan Stanley 411Merrill Lynch, Pierce, Fenner & Smith Incorporated 271J.P. Morgan Securities LLC 164Truist Advisory Services, Inc. 139UBS Financial Services Inc. 137Rockefeller Financial LLC 131Hb Wealth 110Advisory Services Network 107Openarc Corporate Advisory, LLC 95Wells Fargo Clearing Services, LLC 84Raymond James & Associates, Inc. 77Goldman Sachs Wealth Services, L.P. 75
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Atlanta?
27 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 3 list the CFP designation and 27 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Atlanta?
Charles Schwab & Co., Inc. ranks number 37 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.
How do I check a Charles Schwab & Co., Inc. advisor in Atlanta?
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.