Daniel Newman, financial advisor Campbell CA
90 score

Daniel Newman

CRD Number: 5977648
Current Firm: Charles Schwab & Company, Inc.

Daniel Newman (CRD# 5977648) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Campbell, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Campbell, CA Jan 2014 - Current 2
Charles Schwab Bank Campbell, CA Jan 2014 - Current 2
E*trade Securities LLC Cupertino, CA Jun 2012 - Dec 2013 1
E*trade Capital Management LLC Cupertino, CA Jun 2012 - Dec 2013 1
E*trade Savings Bank Cupertino, CA Jun 2012 - Oct 2013 1
Morgan Stanley Smith Barney San Jose, CA Sep 2011 - Jun 2012 < 1
Millennium Brokerage Santa Ana, CA Oct 2009 - Sep 2011 1
Unemployed Encinitas, CA Aug 2008 - Oct 2009 1
Unpaid Internship Naperville, IL May 2008 - Aug 2008 < 1
Unemployed Wheaton, IL Aug 2007 - May 2008 < 1
Whitehouse Country Manor Whitehouse, IL May 2007 - Aug 2007 < 1
Unemployed Maumee, OH Aug 2006 - May 2007 < 1
First Solar Perrysburg, OH May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Daniel G. Newman
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
  • OH
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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