CHARLES SCHWAB & CO., INC.

SAN FRANCISCO, California·22 registered advisors·CRD# 5393
SEC# 801-29938448415-667-7000
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
29350
Total firm employees
Advisors
22
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Security ratings or pricing services
Other
Compensation
Subscription fees
Other: ASSET BASED FEES FOR WRAP PGRMS & SUBSC PRICING FOR FIN PLANNING
03

Specialties

Financial Planning
04

Advisors at CHARLES SCHWAB & CO., INC.

22 registered advisors
Barbara Jean Armeli
SAN FRANCISCO, California
Bari Manzari Havlik
SAN FRANCISCO, California
Carrie Elizabeth Dwyer
SAN FRANCISCO, California
Charles Nichols
SAN FRANCISCO, California
Christopher Paul Gilkerson
SAN FRANCISCO, California
Dennis Willard Howard
SAN FRANCISCO, California
Jason Christopher Clague
SAN FRANCISCO, California
Jeffrey Harold Starr
SAN FRANCISCO, California
Jeffrey Thomas Brown
SAN FRANCISCO, California
Jonathan M Craig
SAN FRANCISCO, California
Jonathan Scott Beatty
SAN FRANCISCO, California
Joseph Raymond Martinetto
SAN FRANCISCO, California
Lindley Alan Knoll
SAN FRANCISCO, California
Mary Jose Costa
SAN FRANCISCO, California
Michael Daniel Verdeschi
SAN FRANCISCO, California
Neesha K Hathi
SAN FRANCISCO, California
Peter Brooks Crawford
SAN FRANCISCO, California
Richard A Wurster
SAN FRANCISCO, California
Robert Louis Pellati
SAN FRANCISCO, California
Ron Sylvan Carter
SAN FRANCISCO, California
Scott Andrew Cook
SAN FRANCISCO, California
Walter William Ii Bettinger
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
22 advisors

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Data sourced from SEC Form ADV filings. CHARLES SCHWAB & CO., INC. (CRD# 5393) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.