Trent DattoliCRD Number: 3118927
Current Firm: Charles Schwab & Company, Inc.
Trent Dattoli (CRD# 3118927) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lake Grove, NY and has over 18 years of experience in the finance industry.
Scholtz & Co
Axa Advisors, LLC
American Portfolios Advisors, Inc.
|Charles Schwab Bank||Smithtown, NY||Jan 2012 - Current||5|
|Charles Schwab & Company, Inc.||Smithtown, NY||Jan 2012 - Current||5|
|Aig Retirement||Latham, NY||Mar 2009 - Jan 2012||2|
|Unemployed||Babylon, NY||Dec 2008 - Feb 2009||< 1|
|Fidelity Brokerage Services||Roslyn, NY||Mar 2004 - Nov 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2002|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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