Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Lake Grove, NY
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Lake Grove, A to Z.
The short answer
7 registered advisors work at Charles Schwab & Co., Inc. in Lake Grove, out of 5,937 at the firm nationwide; it ranks number 2 in the city by advisors. 3 list the CFP designation and 7 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Lake Grove, A to Z
Every Charles Schwab & Co., Inc. advisor →- Paivi J. CartwrightAlso a broker rep
- Brandon L. DeramoAlso a broker rep
- Jacob M. GrierCertified Financial Planner · Also a broker rep
- Michael J. MirandoCertified Financial Planner · Also a broker rep
- Thomas SchwartzAlso a broker rep
- Charles SolomonCertified Financial Planner · Also a broker rep
- Bryan J. WagnerAlso 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 Lake Grove
All Lake Grove advisors →Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Lake Grove?
7 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Lake Grove, New York, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 3 list the CFP designation and 7 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Lake Grove?
Charles Schwab & Co., Inc. ranks number 2 in Lake Grove by registered advisors; Strategic Advisers LLC has the most, with 14.
How do I check a Charles Schwab & Co., Inc. advisor in Lake Grove?
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.