Charles SchwabFinancial advisor in Lake Grove, NY

Also ranked: #28 of 70 investment advisors in Lake Grove

Charles Schwab is a financial advisor at 2095 Moriches Rd, Lake Grove, NY 11755, ranked #47 of 249 financial advisors in Lake Grove and rated 3.4 from 16 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lake Grove, NYUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (631) 360-6410 Website ↗

Key facts

Key facts about Charles Schwab
Address	2095 Moriches Rd, Lake Grove, NY 11755Get directions
Phone	(631) 360-6410
Website	client.schwab.com
Hours	Monday to Friday: 8:30 AM – 5 PM
Google rating	3.4 from 16 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Investment Advisorsadditional Google category
Stockbrokersadditional Google category

Service area

Serves Lake Grove and 11 towns within 25 miles: Saint James, Nesconset, Centereach, Lake Ronkonkoma, Smithtown, Ronkonkoma, Stony Brook, Terryville, Setauket-East Setauket, Holbrook and Hauppauge.

Based in Lake Grove, NYView on map

Opening hours

Opening hours for Charles Schwab
Day	Hours
Monday	8:30 AM – 5 PM
Tuesday	8:30 AM – 5 PM
Wednesday	8:30 AM – 5 PM
Thursday	8:30 AM – 5 PM
Friday	8:30 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Charles Schwab

How is Charles Schwab ranked in Lake Grove?

Charles Schwab is ranked #47 of 249 financial advisors in Lake Grove by RFA Score, with 66 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Charles Schwab’s hours?

Charles Schwab is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Charles Schwab serve?

Serves Lake Grove and 11 towns within 25 miles: Saint James, Nesconset, Centereach, Lake Ronkonkoma, Smithtown, Ronkonkoma, Stony Brook, Terryville, Setauket-East Setauket, Holbrook and Hauppauge. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Charles Schwab?

Charles Schwab has a rating of 3.4 from 16 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Charles Schwab?

Call Charles Schwab on (631) 360-6410. The business is at 2095 Moriches Rd, Lake Grove, NY 11755. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Charles Schwab compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Charles Schwab (this business)	—	66	3.4 (16)	No	No
Louis A. Soriano CFP, EA - Navigator Financial	#45	66	5.0 (6)	No	No	3.0 mi
Kristopher J. Weinisch, CFP®, ChFC®, CLU®, RICP®, Wealth Management Advisor	#46	66	5.0 (29)	No	No	16.4 mi
Opal Wealth Advisors	#48	66	5.0 (53)	No	No	22.7 mi

See all 249 ranked financial advisors in Lake Grove