Sean Van Der WalCRD Number: 6012655
Current Firm: Charles Schwab & Company, Inc.
Sean Van Der Wal (CRD# 6012655) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Menlo Park, CA and has over 2 years of experience in the finance industry.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Altos Investments, Inc.
|Charles Schwab Bank||Menlo Park, CA||Jan 2016 - Current||< 1|
|Charles Schwab & Company, Inc.||Menlo Park, CA||Jan 2016 - Current||< 1|
|Morgan Stanley Private Bank, National Association||New York, NY||Feb 2015 - Jan 2016||< 1|
|Morgan Stanley||San Francisco, CA||Jul 2014 - Jan 2016||1|
|Morgan Stanley||San Francisco, CA||Jun 2013 - Jul 2014||1|
|California State University, Chico||Chico, CA||Jun 2009 - May 2014||4|
|Morgan Stanley||San Francisco, CA||Jun 2012 - Apr 2013||< 1|
|Spear Street Capital||San Francisco, CA||Jun 2011 - Aug 2011||< 1|
|San Rafael High School||San Rafael, CA||Aug 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2014|
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.