AdvisorCensus / Financial advisors / Florida / Palm Bay, FL / Charles Schwab
Financial advisors in Palm Bay, FL using Charles Schwab
6 SEC-registered investment advisory firms headquartered in the Palm Bay, FL metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| API Financial Advisors, LLC | Rockledge | SEC-registered investment adviser | $25 million to $100 million |
| Flavin Financial Services, Inc. | Melbourne | SEC-registered investment adviser | $100 million to $500 million |
| Money Management Concepts Inc. | Melbourne | SEC-registered investment adviser | $100 million to $500 million |
| Oxenfree Financial | Melbourne | SEC-registered investment adviser | $100 million to $500 million |
| Rall Capital Management, Inc. | Rockledge | SEC-registered investment adviser | $100 million to $500 million |
| Solomon API LLC | Rockledge | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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