Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Philadelphia, PA
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Philadelphia, A to Z.
The short answer
10 registered advisors work at Charles Schwab & Co., Inc. in Philadelphia, out of 5,937 at the firm nationwide; it ranks number 22 in the city by advisors. 4 list the CFP designation and 10 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Philadelphia, A to Z
Every Charles Schwab & Co., Inc. advisor →- Hasib S. AmaniCertified Financial Planner · Also a broker rep
- Brian F. FitzsimmonsCertified Financial Planner · Also a broker rep
- Gregory GambaleAlso a broker rep
- Martin W. GenelloCertified Financial Planner · Also a broker rep
- Mitchell GreinerAlso a broker rep
- Erik D. HaugenAlso a broker rep
- Vito MastromonacoAlso a broker rep
- Michael L. McKnightChartered Financial Analyst · Also a broker rep
- Christopher J. NixonAlso a broker rep
- Eric J. RichmanCertified 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 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 Philadelphia
All Philadelphia advisors →J.P. Morgan Securities LLC 117Janney Montgomery Scott LLC 95Merrill Lynch, Pierce, Fenner & Smith Incorporated 84Wells Fargo Clearing Services, LLC 66Morgan Stanley 61Florida Financial Advisors, LLC 59UBS Financial Services Inc. 55Strategic Advisers LLC 45Bryn Mawr Trust Advisors, LLC 32Mycio Wealth Partners, LLC 32RBC Capital Markets, LLC 26Tiaa-Cref Individual & Institutional Services, LLC 25
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Philadelphia?
10 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Philadelphia, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 4 list the CFP designation and 10 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Philadelphia?
Charles Schwab & Co., Inc. ranks number 22 in Philadelphia by registered advisors; J.P. Morgan Securities LLC has the most, with 117.
How do I check a Charles Schwab & Co., Inc. advisor in Philadelphia?
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.