Custodial Services

 

Charles Schwab Advisor Services

 

Charles Schwab Advisor Services

Phone: (877) 687-4085
Web: www.schwabadvisorcenter.com   
Since 1987, Schwab has supported independent investment advisors by offering support and services to help advisors grow their businesses and help their clients reach their financial goals.  As of 12/3/11, client assets custodied with Schwab Advisor Services stood at $679 billion.  These assets, managed by over 6,000 independent advisor firms Schwab currently serves, represent approximately 1/3 of total client assets custodied with The Charles Schwab Corporation.  

 

 

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Scottrade Advisor Services

Phone: (866) 306-7135
Email: Sasinfo@scottrade.com
Web: https://advisor.scottrade.com
Scottrade Advisor Services, a division of Scottrade, Inc., provides comprehensive custodial and institutional trading services for Registered Investment Advisors.

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