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 31 - 40 of 643 top financial advisors.
31
Randy N. Azuogu
CRD#: 6353178
Phoenix, AZ 85016

Randy Azuogu (CRD# 6353178) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.

32
Courtney C. Babb
CRD#: 5531935
Lone Tree, CO 80124

Courtney Babb (CRD# 5531935) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 9 years of experience in the finance industry.

33
Zachary D. Babcock
CRD#: 6642512
Indianapolis, IN 46240

Zachary Babcock (CRD# 6642512) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Indianapolis, IN and has over 3 years of experience in the finance industry.

34
Ralph P. Baca
CRD#: 3133210
Indianapolis, IN 46240

Ralph Baca (CRD# 3133210) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Indianapolis, IN and has over 21 years of experience in the finance industry.

35
Jeffrey L. Baclawski
CRD#: 4392982
Lone Tree, CO 80124

Jeffrey Baclawski (CRD# 4392982) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 18 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.

36
Laurie M. Baeza
CRD#: 5237659
Lone Tree, CO 80124

Laurie Baeza (CRD# 5237659) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 13 years of experience in the finance industry.

37
Kevin M. Bailey
CRD#: 1490570
Phoenix, AZ 85044

Kevin Bailey (CRD# 1490570) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 15 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.

38
Mitchell I. Bailey
CRD#: 6094452
Indianapolis, IN 46240

Mitchell Bailey (CRD# 6094452) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Indianapolis, IN and has over 2 years of experience in the finance industry.

39
Kendra R. Ballard
CRD#: 5605773
Lone Tree, CO 80124

Kendra Ballard (CRD# 5605773) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Lone Tree, CO and has over 10 years of experience in the finance industry.

40
Ammiel D. Banayat
CRD#: 6655163
Phoenix, AZ 85016

Ammiel Banayat (CRD# 6655163) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Phoenix, AZ and has over 3 years of experience in the finance industry.

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