Carlsbad | Financial Services & Brokerage | Charles Schwab

Branches near you

06/27/2017: In observance of the upcoming holiday, the branch will close at 2 p.m. on Monday, July 3 and will remain closed on Tuesday, July 4. Please call 800-435-4000 for immediate assistance during this time.

A relationship you can trust, close to home.

Schwab Branch, Carlsbad

5796 Armada Drive, Suite #100
Carlsbad, CA 92008

Branch phone:760-931-2810

For support 24/7:800-435-4000

Check deposits accepted until 5:00 p.m.

Cash deposits are not accepted.

It all starts when you walk into our branch.

Charles Schwab Carlsbad Location
Mark Morgan

Mark Morgan

VP - Branch Manager

AAMS®, CFP®

At our Carlsbad Branch, you’ll find friendly, personalized help from an experienced team. Plus, you’ll have access to expertise, specialists, and insights to help you reach your own specific goals.

As members of your local community, we welcome you and are committed to giving you transparent, straightforward answers to your questions.

We offer:

A Financial Consultant can help you get where you want to be.

When you work with one of our Financial Consultants, you can count on partnering that’s founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you achieve your financial goals will be their priority.

While there are eligibility requirements to work with a dedicated Financial Consultant, the team at your local branch is ready to help answer your questions and offer guidance and support.

While appointments are suggested, we are happy to assist you at any time during business hours. After-hours meetings are available by appointment only.

Request appointment
What to expect at an appointment

Knowledge brings opportunity. Join us for a local workshop.

Discover more ways to help you achieve your financial goals. We offer complimentary workshops where you can learn about investing, trading, saving, and so much more. Try one out—reserve your spot today. You don’t need to be a Schwab client to attend.

See all workshops

  • Make the Most Out of Schwab.com

    Take advantage of the wealth of content and tools ... Read More

    Carlsbad
    5796 Armada Dr., Ste. 100
    Carlsbad, CA 92008

    July, 12 2017
    3:00 PM - 4:00 PM

    Reserve a spot

  • ETFs Explained

    Discover why exchange-traded funds (ETFs) are such... Read More

    Carlsbad
    5796 Armada Dr., Ste. 100
    Carlsbad, CA 92008

    July, 19 2017
    10:00 AM - 11:00 AM

    Reserve a spot

  • Schwab Intelligent Portfolios: An Automated Investment Advisory Service

    Meet the technology that can change the way you in... Read More

    Carlsbad
    5796 Armada Dr., Ste. 100
    Carlsbad, CA 92008

    July, 26 2017
    10:00 AM - 11:00 AM

    Reserve a spot

Ready to start investing?

It takes only minutes to open an account and get started.

Open an Account

Our Promise

  • Partnering

    You’re not just a client at Schwab. We believe in partnering with you and getting to know you so we can work together on your terms.

  • Advice

    We provide access to commentary and insights from Schwab experts and advice that is understandable, relevant, and actionable.

  • Choice

    We offer a broad range of investment options from leading asset managers across the industry, not just our own.

  • Transparency

    We’ll be open and honest in all aspects of our relationship, including what you pay for our services and the thinking behind our advice.

  • Value

    We design our products and services with a goal of driving down costs, so investors have more money to invest.

Additional resources

Schwab has many ways to help you own your finances and take charge of your financial future. While you’re here, take a moment to look around.

Schwab Intelligent Portfolios™ is offered by Schwab Wealth Investment Advisory, Inc.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.


Investment value will fluctuate, and shares, when redeemed, may be worth more or less than original cost.


Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options."


With long options, investors may lose 100% of funds invested. Multiple-leg options strategies will involve multiple commissions. Spread trading must be done in a margin account. Covered calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received. Writing uncovered options involves potentially unlimited risk.


Local branches are involved in events and organizations to support their communities. Please note that such activities do not reflect an endorsement by The Charles Schwab Corporation or its subsidiaries of such events or organizations.


Charles Schwab & Co., Inc. and Charles Schwab Bank are separate but affiliated companies and wholly owned subsidiaries of The Charles Schwab Corporation. Brokerage products and services are offered by Charles Schwab & Co., Inc. (Schwab Brokerage), Member SIPC. Deposit and lending products and services are offered by Charles Schwab Bank, Member FDIC and an Equal Housing Lender.


There are eligibility requirements to work with a dedicated Financial Consultant.


Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation for which there are important differences including, but not limited to, the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.


(0715-4WXL)