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Financial ADVSR advisor directory · SEC adviser records

Charles Schwab & Co., Inc. financial advisors in Portsmouth, NH

Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Portsmouth, A to Z.

The short answer

3 registered advisors work at Charles Schwab & Co., Inc. in Portsmouth, out of 5,933 at the firm nationwide; it ranks number 25 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

Charles Schwab & Co., Inc. advisors in Portsmouth, A to Z

Every Charles Schwab & Co., Inc. advisor →

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 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 Portsmouth

All Portsmouth advisors →

Morgan Stanley 24LPL Financial LLC 22Ameriprise Financial Services, LLC 19Strategic Advisers LLC 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Equitable Advisors, LLC 13Wellesley Asset Management, Inc. 13Wells Fargo Clearing Services, LLC 13UBS Financial Services Inc. 12Steward Partners Investment Advisory, LLC 9F L Putnam Investment Management Co. 8RBC Capital Markets, LLC 7

Questions

How many financial advisors does Charles Schwab & Co., Inc. have in Portsmouth?

3 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Portsmouth, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 5,933 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is Charles Schwab & Co., Inc. one of the largest advisor employers in Portsmouth?

Charles Schwab & Co., Inc. ranks number 25 in Portsmouth by registered advisors; Morgan Stanley has the most, with 24.

How do I check a Charles Schwab & Co., Inc. advisor in Portsmouth?

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.