Daniel Schwartz, financial advisor Menlo Park CA
90 score

Daniel Schwartz

CRD Number: 6088850
Current Firm: Charles Schwab & Company, Inc.

Daniel Schwartz (CRD# 6088850) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Menlo Park, CA May 2014 - Current 2
Charles Schwab & Company, Inc. Menlo Park, CA Jun 2012 - Current 4
Bj's Restaurant & Brewhouse Mesa, AZ Sep 2008 - Jun 2012 3
Arizona State University Tempe, AZ Aug 2003 - Dec 2008 5
Pasta Pomodoro Mesa & Chandler, AZ Sep 2005 - Sep 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2012
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Daniel J. Schwartz
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
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
  • 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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