local ai registry · agent view · /biz/ca/santa-monica/charles-schwab-santa-monica-ca

# Charles Schwab

Financial Consultant — Santa Monica, California. Registry entry: https://localairegistry.com/biz/ca/santa-monica/charles-schwab-santa-monica-ca

**AI Score: 27/100** (Needs attention, verified August 4, 2026) — methodology: https://localairegistry.com/methodology

## What AI assistants say (named by 0 of 2)

### ChatGPT — not named
Asked: "best financial consultant in Santa Monica" (checked August 4, 2026)
> ChatGPT answered with other businesses; Charles Schwab was not mentioned.

### Gemini — not named
Asked: "best financial consultant in Santa Monica" (checked August 4, 2026)
> Gemini answered with other businesses; Charles Schwab was not mentioned.

## Known for

Charles Schwab is best known for its robust retirement planning tools, including retirement calculators and Roth IRA services, making it a go-to for financial consultants in Santa Monica.

- Retirement Calculators
- Roth IRAs
- Brokerage Accounts
- IRA Calculator for Roth
- Thinkorswim Platform

## What reviews say

> Customers report a mixed experience at Charles Schwab in Santa Monica, with some praising the helpfulness of staff like Heath and Stacey, while others express frustration over poor service and long waits. The location is noted for easy parking and a welcoming atmosphere, but issues with responsiveness and management persist.

Consistently praised:
- Heath's customer service
- Stacey's financial advice
- Easy parking

Recurring complaints:
- Unresponsive phone support
- Long waits for service
- Poor management

Bottom line: While some staff provide excellent service, significant management and responsiveness issues detract from the overall customer experience.

## Score breakdown

| Signal | Weight | Score /100 |
| --- | --- | --- |
| Retrieval grounding | 26% | 0 |
| Off-property attestation | 20% | 40 |
| AI visibility | 14% | 0 |
| Reviews & response | 12% | 73 |
| Backlink & citation authority | 8% | 71 |
| Google Business Profile | 8% | 90 |
| Speed & mobile | 7% | 60 |
| Content freshness & schema | 5% | 64 |

## Others on record in Santa Monica

- Morgan Stanley Financial Advisors — AI Score 35
- Wilshire Advisors — AI Score 23

Charles Schwab ranks 2 of 3 in its category here.

## Facts

- Address: 826 Wilshire Blvd, Santa Monica, CA 90401, USA
- Phone: (310) 752-9951
- Website: schwab.com
- Hours Mon: 8:30 AM – 5:00 PM
- Hours Tue: 8:30 AM – 5:00 PM
- Hours Wed: 8:30 AM – 5:00 PM
- Hours Thu: 8:30 AM – 5:00 PM
- Hours Fri: 8:30 AM – 5:00 PM
- Hours Sat: Closed
- Hours Sun: Closed

## Questions

### What are the business hours for Charles Schwab in Santa Monica?
The agency is open Monday through Friday from 8:30 AM to 5:00 PM, and is closed on Saturdays and Sundays.

### Does Charles Schwab in Santa Monica require reservations?
The agency does not require reservations for visits.

### What is Charles Schwab known for?
The agency is known for its friendly staff, low trading fees, and providing valuable financial planning consultations.

### Is parking available at the Charles Schwab location in Santa Monica?
Yes, there is easy parking available at the agency's location.

### Are there any special features offered by Charles Schwab in Santa Monica?
The agency has two notaries on staff, which can be very valuable for customers needing notary services.

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Source: Local AI Registry (https://localairegistry.com). The registry re-checks every entry.
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