Financial ADVSR advisor directory · SEC adviser records
Schwab Wealth Advisory, Inc. financial advisors in Atlanta, GA
Every SEC-registered investment adviser representative at a Schwab Wealth Advisory, Inc. office in Atlanta, A to Z.
The short answer
30 registered advisors work at Schwab Wealth Advisory, Inc. in Atlanta, out of 1,476 at the firm nationwide; it ranks number 36 in the city by advisors. 17 list the CFP designation and 30 are also registered broker representatives.
Schwab Wealth Advisory, Inc. advisors in Atlanta, A to Z
Every Schwab Wealth Advisory, Inc. advisor →- Phillip BattleAlso a broker rep
- Dennis I. Beard-HammondAlso a broker rep
- Jack BellCertified Financial Planner · Also a broker rep
- Brittney M. BrinnerAlso a broker rep
- David A. BrunoCertified Financial Planner · Also a broker rep
- Jeffrey BurrellAlso a broker rep
- Laura CaceresAlso a broker rep
- Javier CapetilloAlso a broker rep
- Erika ConstantineCertified Financial Planner · Also a broker rep
- Brian CribbsCertified Financial Planner · Also a broker rep
- Antonio FernandezAlso a broker rep
- Adam K. FosterCertified Financial Planner · Also a broker rep
- Craig T. GordenCertified Financial Planner · Also a broker rep
- Aria HattiangadiCertified Financial Planner · Also a broker rep
- Greer HendersonAlso a broker rep
- Thomas LambAlso a broker rep
- Mei L. LinAlso a broker rep
- Caroline LogozzoCertified Financial Planner · Also a broker rep
- Amanda A. LorchCertified Financial Planner · Also a broker rep
- Kevin MadiganCertified Financial Planner · Also a broker rep
- Jessica J. MayfieldAlso a broker rep
- Anthony B. OwenCertified Financial Planner · Also a broker rep
- Logan PethelAlso a broker rep
- Wajima RasoulAlso a broker rep
- Byron A. RettigCertified Financial Planner · Also a broker rep
- Serina ShyuCertified Financial Planner · Also a broker rep
- Rodrick K. SullivanCertified Financial Planner · Also a broker rep
- Cory WadeCertified Financial Planner · Also a broker rep
- Marco R. WilliamsCertified Financial Planner · Also a broker rep
- Robert WrightCertified Financial Planner · Also a broker rep
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 31Austin, TX 20Charlotte, NC 19Jersey City, NJ 19San Diego, CA 19Bellevue, WA 17Tysons Corner, VA 17Edina, MN 15Irvine, CA 15
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 Schwab Wealth Advisory, Inc. have in Atlanta?
30 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Atlanta, Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 nationwide. 17 list the CFP designation and 30 are also registered as broker representatives.
Is Schwab Wealth Advisory, Inc. one of the largest advisor employers in Atlanta?
Schwab Wealth Advisory, Inc. ranks number 36 in Atlanta by registered advisors; Morgan Stanley has the most, with 411.
How do I check a Schwab Wealth Advisory, 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 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.