Daniel Cosgrove, financial advisor Sugar Land TX

Daniel Cosgrove

CRD Number: 2440759
Current Firm: Charles Schwab & Company, Inc.

Daniel Cosgrove (CRD# 2440759) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Sugar Land, TX and has over 30 years of experience in the finance industry.

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Nxt:gen Financial Planning
Company Name Location Dates Years
Charles Schwab & Company, Inc. Duxbury, MA Apr 2023 - Current < 1
Moors & Cabot,inc Brockton, MA Feb 2007 - Apr 2023 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1994
S65 NASAA Investment Advisors Law Examination Jan 1999
Contact Info for Daniel F. Cosgrove
Phone Number: 415-667-7000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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