Daniel Gil (CRD# 6684071) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in New York City, NY and has over 7 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Bank | New York City, NY | Nov 2017 - Current | 6 |
Charles Schwab & Company, Inc. | New York City, NY | Jul 2016 - Current | 7 |
Cornell University | Ithaca, NY | Aug 2015 - Jun 2016 | < 1 |
J.p. Morgan Securities | New York City, NY | May 2015 - Aug 2015 | < 1 |
Cornell Daily Sun | Ithaca, NY | Feb 2014 - Aug 2015 | 1 |
Fanbridge | New York City, NY | Jan 2015 - May 2015 | < 1 |
Cornell University | Ithaca, NY | Aug 2014 - Dec 2014 | < 1 |
The Aroundcampus Group | Ithaca, NY | May 2014 - Aug 2014 | < 1 |
Cornell University | Ithaca, NY | Aug 2013 - May 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- NJ
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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