Schwab Private Client Investment Advisory, Inc.

Schwab Private Client Investment Advisory, Inc. (CRD# 159035) is a financial advisory firm headquartered in San Francisco, CA. They manage $91,149,393,168 in 182,872 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    91,149
    MILLION
  • Total Number of Accounts
    182,872
    ACCOUNTS
  • Average Account Value
    $498,433
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

Financial Advisors at Schwab Private Client Investment Advisory, Inc.
Showing 1 - 10 of 648 top financial advisors.
1
Andrew M. Machata
CRD#: 5571853
1991 Summit Park Drive, Orlando, FL 32810
98
Wealthminder
score

Andrew Machata (CRD# 5571853) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 10 years of experience in the finance industry.

2
Jason I. Abar
CRD#: 3077330
9875 Schwab Way, Lone Tree, CO 80124
96
Wealthminder
score

Jason Abar (CRD# 3077330) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 14 years of experience in the finance industry. Jason Abar 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.

3
Michael R. Abbott
CRD#: 2265858
9875 Schwab Way, Lone Tree, CO 80124
96
Wealthminder
score

Michael Abbott (CRD# 2265858) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 25 years of experience in the finance industry. Michael Abbott 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.

4
Gregory J. Anderson
CRD#: 5005731
1991 Summit Park Drive, Orlando, FL 32810
96
Wealthminder
score

Gregory Anderson (CRD# 5005731) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 13 years of experience in the finance industry. Gregory Anderson 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.

5
David D. Arvizu
CRD#: 4619338
8040 South 48th Street, Phoenix, AZ 85044
96
Wealthminder
score

David Arvizu (CRD# 4619338) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 16 years of experience in the finance industry. David Arvizu 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.

6
Jeffrey L. Baclawski
CRD#: 4392982
9875 Schwab Way, Lone Tree, CO 80124
96
Wealthminder
score

Jeffrey Baclawski (CRD# 4392982) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 17 years of experience in the finance industry. Jeffrey Baclawski 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.

7
Kevin M. Bailey
CRD#: 1490570
300 Esplanade Dr, Oxnard, CA 93036
96
Wealthminder
score

Kevin Bailey (CRD# 1490570) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Oxnard, CA and has over 14 years of experience in the finance industry. Kevin Bailey 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.

8
Rick A. Baray
CRD#: 5719813
230 Park Avenue 10th Floor, New York, NY 10169
96
Wealthminder
score

Rick Baray (CRD# 5719813) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in New York, NY and has over 9 years of experience in the finance industry. Rick Baray 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.

9
Carol E. Bell
CRD#: 5356288
2423 E Lincoln Drive, Phoenix, AZ 85016
96
Wealthminder
score

Carol Bell (CRD# 5356288) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 11 years of experience in the finance industry. Carol Bell 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.

10
April M. Beltran
CRD#: 4727553
8601 N Scottsdale Rd Ste 150, [rbo], Scottsdale, AZ 85253
96
Wealthminder
score

April Beltran (CRD# 4727553) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Scottsdale, AZ and has over 15 years of experience in the finance industry. April Beltran 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.

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