Trent Dattoli (CRD# 3118927) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southampton, NY and has over 25 years of experience in the finance industry.
CRD# 5005616
Wynkoop LLC
CRD# 2238818
Wilmington Capital Securities, LLC
CRD# 2886346
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Bank, Ssb | Southampton, NY | Aug 2021 - Current | 2 |
Charles Schwab & Company, Inc. | Southampton, NY | Aug 2021 - Current | 2 |
E*trade Securities LLC | Garden City, NY | Jun 2018 - Jul 2021 | 3 |
E*trade Capital Management LLC | Garden City, NY | Jun 2018 - Jul 2021 | 3 |
Charles Schwab Bank | Smithtown, NY | Jan 2012 - May 2018 | 6 |
Charles Schwab & Company, Inc. | Smithtown, NY | Jan 2012 - May 2018 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2002 |
S63 | Uniform Securities State Law Examination | Sep 1998 |
- NY
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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