Schwab Advisor Services: Detailed Company Information & Corporate Profile

Contact top employees from Schwab Advisor Services

Summary

The business currently specializes in Financial Services area. The company has 10000+ employees. Register with SignalHire to connect with Schwab Advisor Services employees and management.

Schwab Advisor Services Websiteadvisorservices.schwab.com
Industries
Schwab Advisor Services Headquarters address211 Main Street, San Francisco, CA, 94105 US
Company Size10000+ employees
SpecialtiesInvestment Advisors, Custodial Services, Services for Financial Advisors, Services for Independent Registered Investment Advisors, RIA Services, Support for becoming an Independent Registered Investment Advisor, Starting an Investment Advisor Practice
Founded1973
Estimated Annual Revenue$1B - 5B

Subsidiaries and Affiliated Companies

Estimated Website Traffic

The chart shows a growth in traffic to the schwab.com website. In June, traffic increased to 25539115, compared to 25220151 in the previous month. The highest traffic in 2026 was recorded in March, reaching 26975329 visits.

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Schwab Advisor Services's workforce includes employees across a wide range of tenure levels.

2% have been with the company for less than 1 year8% have been with the company for 1 to 2 years4% have been with the company for 3 to 4 years6% have been with the company for 5 to 7 years9% have been with the company for 8 to 10 years72% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Schwab Advisor Services
Kevin Chalk
Kevin ChalkDirector, Business Management Consultant
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Lynn Semall
Lynn SemallSr. Prime Broker Specialist
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David Parra
David ParraRelationship Manager
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Joseph Majkowski
Joseph MajkowskiSenior Relationship Manager, Schwab Advisor Services
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Tina Aguinaldo
Tina AguinaldoSenior Enterprise Relationship Manager
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Robert Bodemer
Robert BodemerManager - Institutional Trading
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Juanita Fahrendorf
Juanita FahrendorfSenior Team Manager
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Kristi Oberson
Kristi ObersonClient service manager
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Jeni McAllister
Jeni McAllisterDirector, Technology Engineers
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Kati Starkey
Kati StarkeyManaging Director
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Jaden Sikute
Jaden SikuteIndependent Investment Advisor & Portfolio Manager
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Kieanna Stuardo
Kieanna StuardoSpecialist
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Tiberiu Podobea
Tiberiu PodobeaRelationship Manager
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McKenzie Quinn
McKenzie QuinnFinancial Consultant Partner
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Sumaiya Kinza
Sumaiya KinzaSenior Business System Analyst
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Schwab Advisor Services Corporate Information: FAQ

Schwab Advisor Services operates in the Finance industries. More details can be found on the official website: advisorservices.schwab.com.
Schwab Advisor Services has offices located in San Francisco, US.
The headquarters of Schwab Advisor Services are located in San Francisco, United States.
Schwab Advisor Services currently employs 10000+ people.

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