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 1 year 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
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