Schwab Private Client Investment Advisory Inc
Legal Name: SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC.
Full Contact Details
Schwab Private Client Investment Advisory Inc
211 MAIN STREET, SAN FRANCISCO, CA
415-667-7000
415-667-0170
Other Info
Schwab Private Client Investment Advisory, Inc., a DE Corporation, has a team of 646 employees, including 603 professionals in advisory roles, serving over 20,000 clients. The firm's SEC status is listed as Approved, with registration dating back to December 9, 2011.
Charles Schwab | A modern approach to investing & retirement
Charles Schwab offers a wide range of investment advice, products & services, including brokerage & retirement accounts, ETFs, online trading & more.
Direct Owners
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BARRY SCOTT METZGER
PRESIDENT owns less than 5%
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MARC CHRISTOPHER STEWART
CHIEF COMPLIANCE OFFICER owns less than 5%
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MARLENE BATES
CHIEF FINANCIAL OFFICER owns less than 5%
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ROBERT K (MI ONLY) INNES
CHIEF LEGAL OFFICER owns less than 5%
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SCHWAB HOLDINGS, INC.
100% OWNER owns 75% or more
Indirect Owners
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THE CHARLES SCHWAB CORPORATION
SHAREHOLDER owns 75% or more