Lillian Schnabel
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lillian Schnabel is an investment adviser representative with Charles Schwab & Co., Inc. in Clearwater, FL, where they have been registered since 2025. They have worked in the securities industry since 2016 and have been registered with 4 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida
- Broker:
11 states and territories
California, Florida, Illinois, Maine, Maryland, Massachusetts, New Jersey, New York, Pennsylvania, South Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2015 – Apr 2018The Woodlands, TX
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2018 – Feb 2023Woodlands, TX
- Bank of America, N.A.Jun 2018 – Feb 2023Woodlands, TX
- UMUCJul 2014 – Aug 2017Adelphi, MD
- Fidelity Investments LLCFeb 2023 – Mar 2025Clearwater, FL
- Fidelity InvestmentsMar 2025 – Apr 2025Boston, MA
- Charles Schwab & Co., Inc.May 2025 – no end date reportedClearwater, FL
- Charles Schwab Bank, SSBMay 2025 – no end date reportedClearwater, FL
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lillian Schnabel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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