Financial ADVSR advisor directory · SEC adviser records
Schwab Wealth Advisory, Inc. financial advisors in Bellevue, WA
Every SEC-registered investment adviser representative at a Schwab Wealth Advisory, Inc. office in Bellevue, A to Z.
The short answer
17 registered advisors work at Schwab Wealth Advisory, Inc. in Bellevue, out of 1,476 at the firm nationwide; it ranks number 23 in the city by advisors. 12 list the CFP designation and 17 are also registered broker representatives.
Schwab Wealth Advisory, Inc. advisors in Bellevue, A to Z
Every Schwab Wealth Advisory, Inc. advisor →- Gavin AhlersAlso a broker rep
- Liam AireyCertified Financial Planner · Also a broker rep
- Carl D. AschenbrennerChartered Financial Analyst · Also a broker rep
- Christopher L. BentleyCertified Financial Planner · Also a broker rep
- Gavin J. BoespflugCertified Financial Planner · Also a broker rep
- Wesley BurroughsCertified Financial Planner · Also a broker rep
- Gabrielle M. CorduanCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Aengus DubendorfAlso a broker rep
- Lauren MaCertified Financial Planner · Also a broker rep
- Deviemattie S. MakkarCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Jack H. MelikyanAlso a broker rep
- Carolyn NgoCertified Financial Planner · Also a broker rep
- Aaron PimentelCertified Financial Planner · Also a broker rep
- Mark D. SilversteinCertified Financial Planner · Also a broker rep
- Ryan M. SmigielskiCertified Financial Planner · Also a broker rep
- Matthew M. StevensCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Jonathan C. WangAlso 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 19Tysons Corner, VA 17Edina, MN 15Irvine, CA 15
Other firms in Bellevue
All Bellevue advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 91Coldstream Wealth Management 78Equitable Advisors, LLC 77UBS Financial Services Inc. 65Ameriprise Financial Services, LLC 52Morgan Stanley 48Strategic Advisers LLC 41Transamerica Financial Advisors, LLC 36LPL Financial LLC 34Charles Schwab & Co., Inc. 30Scs 29
Questions
How many financial advisors does Schwab Wealth Advisory, Inc. have in Bellevue?
17 investment adviser representatives are registered at Schwab Wealth Advisory, Inc. offices in Bellevue, Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 1,476 nationwide. 12 list the CFP designation and 17 are also registered as broker representatives.
Is Schwab Wealth Advisory, Inc. one of the largest advisor employers in Bellevue?
Schwab Wealth Advisory, Inc. ranks number 23 in Bellevue by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.
How do I check a Schwab Wealth Advisory, Inc. advisor in Bellevue?
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.