Financial ADVSR advisor directory · SEC adviser records
Schwab Wealth Advisory, Inc. financial advisors in Chicago, IL
Every SEC-registered investment adviser representative at a Schwab Wealth Advisory, Inc. office in Chicago, A to Z.
The short answer
31 registered advisors work at Schwab Wealth Advisory, Inc. in Chicago, out of 1,476 at the firm nationwide; it ranks number 40 in the city by advisors. 19 list the CFP designation and 30 are also registered broker representatives.
Schwab Wealth Advisory, Inc. advisors in Chicago, A to Z
Every Schwab Wealth Advisory, Inc. advisor →- Andrew ArnoldCertified Financial Planner · Also a broker rep
- Hope M. BabbingtonCertified Financial Planner · Also a broker rep
- Eric G. BaytalaCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Irvin E. Cartagena Jr.Certified Financial Planner · Also a broker rep
- Jacquelyn ColemanAlso a broker rep
- Natasha M. CooperCertified Financial Planner · Also a broker rep
- Auddie CousinsAlso a broker rep
- Nelson DumeAlso a broker rep
- Sanel DuranovicCertified Financial Planner · Also a broker rep
- Nicholas J. EpplerCertified Financial Planner · Also a broker rep
- Benjamin FernandezCertified Financial Planner · Also a broker rep
- Sebastian Galindo SosaCertified Financial Planner · Also a broker rep
- Mario E. GiannettaAlso a broker rep
- Lidija GjorgjievskaCertified Financial Planner · Also a broker rep
- Mary H. GoeselCertified Financial Planner · Also a broker rep
- Cameron C. GrableCertified Financial Planner · Also a broker rep
- Natalya JenningsCertified Financial Planner · Also a broker rep
- Michalis D. KritikosAlso a broker rep
- Alex M. KruszewskiAlso a broker rep
- Alan M. KurtCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Joshua D. LangeAlso a broker rep
- Simon B. ManoyanCertified Financial Planner · Also a broker rep
- Taylor McMainCertified Financial Planner · Also a broker rep
- Angel L. MontanoAlso a broker rep
- Hari NairAlso a broker rep
- Ephraim OkekeAlso a broker rep
- Ethan H. RedensekAlso a broker rep
- Jonathan B. SearsCertified Financial Planner · Also a broker rep
- Michael SharpeCertified Financial Planner · Also a broker rep
- Jennifer ThurswellInvestment adviser rep
- Firoz VohraCertified Financial Planner · Also a broker rep
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Schwab Wealth Advisory, Inc. advisors in other cities
Phoenix, AZ 257Lone Tree, CO 204Orlando, FL 188Westlake, TX 177Indianapolis, IN 162San Francisco, CA 75Atlanta, GA 29Austin, TX 20Charlotte, NC 19Jersey City, NJ 19San Diego, CA 19Bellevue, WA 17Tysons Corner, VA 17Edina, MN 15Irvine, CA 15
Other firms in Chicago
All Chicago advisors →Morgan Stanley 557J.P. Morgan Securities LLC 549Hightower Advisors, LLC 448Merrill Lynch, Pierce, Fenner & Smith Incorporated 448William Blair 261Bankers Life Advisory Services, Inc. 229Nuveen Asset Management, LLC 219UBS Financial Services Inc. 173Neuberger Berman Bd LLC 108Wells Fargo Clearing Services, LLC 107LPL Financial LLC 104Strategic Advisers LLC 95
Questions
How many financial advisors does Schwab Wealth Advisory, Inc. have in Chicago?
31 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 nationwide. 19 list the CFP designation and 30 are also registered as broker representatives.
Is Schwab Wealth Advisory, Inc. one of the largest advisor employers in Chicago?
Schwab Wealth Advisory, Inc. ranks number 40 in Chicago by registered advisors; Morgan Stanley has the most, with 557.
How do I check a Schwab Wealth Advisory, Inc. advisor in Chicago?
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.