Financial ADVSR advisor directory · SEC adviser records
Schwab Wealth Advisory, Inc. financial advisors in San Antonio, TX
Every SEC-registered investment adviser representative at a Schwab Wealth Advisory, Inc. office in San Antonio, A to Z.
The short answer
6 registered advisors work at Schwab Wealth Advisory, Inc. in San Antonio, out of 1,476 at the firm nationwide; it ranks number 49 in the city by advisors. 5 list the CFP designation and 6 are also registered broker representatives.
Schwab Wealth Advisory, Inc. advisors in San Antonio, A to Z
Every Schwab Wealth Advisory, Inc. advisor →- David J. ChapmanCertified Financial Planner · Also a broker rep
- Edward V. Gonzales Jr.Certified Financial Planner · Also a broker rep
- Celia K. MartelChartered Financial Consultant · Also a broker rep
- Paul D. RiskusCertified Financial Planner · Also a broker rep
- Ryan P. Van EmmerikCertified Financial Planner · Also a broker rep
- Sergei A. ZweibachCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
Schwab Wealth Advisory, Inc. advisors in every city and state →Schwab Wealth Advisory, Inc.: assets, clients and custodians →Schwab news and advisor moves →Advisor Moves: who changed firms this week →
Schwab Wealth Advisory, Inc. advisors in other cities
Phoenix, AZ 257Lone Tree, CO 204Orlando, FL 188Westlake, TX 177Indianapolis, IN 162San Francisco, CA 75Chicago, IL 31Atlanta, GA 29Austin, TX 20Charlotte, NC 19Jersey City, NJ 19San Diego, CA 19Bellevue, WA 17Tysons Corner, VA 17Edina, MN 15
Other firms in San Antonio
All San Antonio advisors →J.P. Morgan Securities LLC 133Merrill Lynch, Pierce, Fenner & Smith Incorporated 118Frost Investment Services 81Morgan Stanley 78LPL Financial LLC 77Capital Client Group, Inc. 56Edward Jones 55Strategic Advisers LLC 55Victory Capital Management Inc. 55Ameriprise Financial Services, LLC 47State Farm Investment Management Corp. 43Usaa Investment Services Company 38
Questions
How many financial advisors does Schwab Wealth Advisory, Inc. have in San Antonio?
6 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in San Antonio, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 nationwide. 5 list the CFP designation and 6 are also registered as broker representatives.
Is Schwab Wealth Advisory, Inc. one of the largest advisor employers in San Antonio?
Schwab Wealth Advisory, Inc. ranks number 49 in San Antonio by registered advisors; J.P. Morgan Securities LLC has the most, with 133.
How do I check a Schwab Wealth Advisory, Inc. advisor in San Antonio?
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.