Charles Schwab & Company, Inc.

Charles Schwab & Company, Inc. (CRD# 5393) is a financial advisory firm headquartered in San Francisco, CA. They serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Charles Schwab & Company, Inc.
Showing 31 - 40 of 4,643 top financial advisors.
31
Maria E. Alessandri
CRD#: 2765373
801 Brickell Ave, Suite 640, Miami, FL 33131

Maria Alessandri (CRD# 2765373) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Miami, FL and has over 24 years of experience in the finance industry.

32
Daniel P. Alexander
CRD#: 5504069
3314 Peachtree Road, Atlanta, GA 30326

Daniel Alexander (CRD# 5504069) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Atlanta, GA and has over 12 years of experience in the finance industry. Daniel Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

33
Adil R. Ali
CRD#: 4596092
3264 Buford Drive, Suite 80, Buford, GA 30519

Adil Ali (CRD# 4596092) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Buford, GA and has over 15 years of experience in the finance industry.

34
Steven D. Aliano
CRD#: 4510624
100 Post Street, San Francisco, CA 94108

Steven Aliano (CRD# 4510624) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 18 years of experience in the finance industry.

35
Adam M. Alinowski
CRD#: 4821478
3000 Schwab Way, Westlake, TX 76262

Adam Alinowski (CRD# 4821478) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 13 years of experience in the finance industry.

36
Nour Alkayali
CRD#: 5444820
9875 Schwab Way, Lone Tree, CO 80124

Nour Alkayali (CRD# 5444820) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 12 years of experience in the finance industry. Nour Alkayali has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

37
Noel C. Allan
CRD#: 1563217
201 Ne Park Plaza Dr, Suite 221, Tower 1, Vancouver, WA 98684

Noel Allan (CRD# 1563217) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Vancouver, WA and has over 34 years of experience in the finance industry.

38
Jeffrey S. Allen
CRD#: 6553960
9875 Schwab Way, Lone Tree, CO 80124

Jeffrey Allen (CRD# 6553960) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 5 years of experience in the finance industry.

39
Joanne E. Allen
CRD#: 1655224
9875 Schwab Way, Lone Tree, CO 80124

Joanne Allen (CRD# 1655224) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 33 years of experience in the finance industry.

40
John C. Allen
CRD#: 2522750
9875 Schwab Way, Lone Tree, CO 80124

John Allen (CRD# 2522750) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 26 years of experience in the finance industry.

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