Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Cincinnati, OH
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Cincinnati, A to Z.
18 registered advisors work at Charles Schwab & Co., Inc. in Cincinnati, out of 6,283 at the firm nationwide; it ranks number 34 in the city by advisors. 7 list the CFP designation and 18 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Cincinnati, A to Z
Every Charles Schwab & Co., Inc. advisor →- Gavon C. BakerAlso a broker rep
- William C. CiolinoAlso a broker rep
- Daniel L. ClarkCertified Financial Planner · Also a broker rep
- Tyler W. HardtkeCertified Financial Planner · Also a broker rep
- Gregory J. KaiserAlso a broker rep
- Grant LanhamAlso a broker rep
- Jeffrey D. LayneAlso a broker rep
- Ozgur MertCertified Financial Planner · Also a broker rep
- David J. MestemakerAlso a broker rep
- Leonard D. NeeleyAlso a broker rep
- Lane W. PadgettAlso a broker rep
- Amanda R. PerkinsCertified Financial Planner · Also a broker rep
- Andrew J. PeterCertified Financial Planner · Also a broker rep
- Michael D. RedelmanAlso a broker rep
- Austin SheehanAlso a broker rep
- Kyle SweeneyAlso a broker rep
- Peter J. West IICertified Financial Planner · Also a broker rep
- Christopher L. WoodCertified Financial Planner · Also 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 805Lone Tree, CO 515Phoenix, AZ 456Omaha, NE 224Orlando, FL 222Austin, TX 208Indianapolis, IN 175New York City, NY 92Chicago, IL 91Richfield, OH 77San Francisco, CA 75St Louis, MO 60Scottsdale, AZ 49San Diego, CA 46Denver, CO 40
Other firms in Cincinnati
All Cincinnati advisors →Strategic Advisers LLC 196UBS Financial Services Inc. 188Morgan Stanley 128Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Fifth Third Securities, Inc. 92Touchstone Advisors Inc. 59Johnson Investment Counsel, Inc. 57Pfs Investments Inc. 56Wells Fargo Clearing Services, LLC 56Ameriprise Financial Services, LLC 51LPL Financial LLC 49Cambridge Investment Research Advisors, Inc. 44
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Cincinnati?
18 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Cincinnati, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 6,283 nationwide. 7 list the CFP designation and 18 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Cincinnati?
Charles Schwab & Co., Inc. ranks number 34 in Cincinnati by registered advisors; Strategic Advisers LLC has the most, with 196.
How do I check a Charles Schwab & Co., Inc. advisor in Cincinnati?
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.