Financial ADVSR advisor directory · SEC adviser records
Charles Schwab & Co., Inc. financial advisors in Cottonwood Heights, UT
Every SEC-registered investment adviser representative at a Charles Schwab & Co., Inc. office in Cottonwood Heights, A to Z.
The short answer
18 registered advisors work at Charles Schwab & Co., Inc. in Cottonwood Heights, out of 5,937 at the firm nationwide; it ranks number 2 in the city by advisors. 6 list the CFP designation and 18 are also registered broker representatives.
Charles Schwab & Co., Inc. advisors in Cottonwood Heights, A to Z
Every Charles Schwab & Co., Inc. advisor →- Kevin R. BannerAlso a broker rep
- Bennett C. ButlerAlso a broker rep
- Christopher CampbellCertified Financial Planner · Also a broker rep
- Robert H. CarlisleAlso a broker rep
- Christopher J. CurcuroCertified Financial Planner · Also a broker rep
- Lupita C. DuenasAlso a broker rep
- Collin P. DuffyAlso a broker rep
- Benjamin FriedbergAlso a broker rep
- Curtis J. GrayCertified Financial Planner · Also a broker rep
- Bryce C. HowardAlso a broker rep
- Cody R. JudkinsCertified Financial Planner · Also a broker rep
- Cote A. MangelAlso a broker rep
- Natcha NussbaumCertified Financial Planner · Also a broker rep
- Andrew R. PughAlso a broker rep
- Collin T. RigbyAlso a broker rep
- Samuel A. ThomasCertified Financial Planner · Also a broker rep
- Christopher E. VaughnAlso a broker rep
- Ryan WinzenriedAlso 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 Cottonwood Heights
All Cottonwood Heights advisors →Sofi Wealth LLC 26Raymond James & Associates, Inc. 14Wells Fargo Advisors Financial Network, LLC 11LPL Financial LLC 9Lido 8Oneamerica Securities, Inc. 7Cambridge Investment Research Advisors, Inc. 5M2 Financial LLC 4Sequoia Financial Group, L.L.C. 4Strategic Advisers LLC 4S20 Capital, LLC 3
Questions
How many financial advisors does Charles Schwab & Co., Inc. have in Cottonwood Heights?
18 investment adviser representatives are registered at Charles Schwab & Co., Inc. offices in Cottonwood Heights, Utah, according to the SEC's Investment Adviser Public Disclosure records, out of 5,937 nationwide. 6 list the CFP designation and 18 are also registered as broker representatives.
Is Charles Schwab & Co., Inc. one of the largest advisor employers in Cottonwood Heights?
Charles Schwab & Co., Inc. ranks number 2 in Cottonwood Heights by registered advisors; Sofi Wealth LLC has the most, with 26.
How do I check a Charles Schwab & Co., Inc. advisor in Cottonwood Heights?
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.