Daniel Riley, financial advisor Orlando FL
90 score

Daniel Riley

CRD Number: 6062854
Current Firm: Charles Schwab & Company, Inc.

Daniel Riley (CRD# 6062854) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Orlando, FL Feb 2015 - Current 1
Cetera Investment Advisors LLC Saint Cloud, MN Jan 2014 - Feb 2015 1
Cetera Investment Services LLC St. Cloud, MN Sep 2013 - Feb 2015 1
Regions Bank Winter Garden, FL Aug 2013 - Feb 2015 1
Walt Disney Co Lake Bvena Vista, FL Feb 2013 - Jul 2013 < 1
Edward Jones St Louis, MO May 2012 - Jan 2013 < 1
Mg Tennis Inc. Orlando, FL Jun 2010 - May 2012 1
Walt Disney Company Lake Buena Vista, FL May 2010 - Jul 2011 1
Shaw's Athletics Tallahassee, FL Mar 2007 - May 2010 3
Games 4 Less Tallahassee, FL Nov 2009 - Apr 2010 < 1
Florida State University Tallahassee, FL Aug 2005 - Apr 2010 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2012
Contact Info for Daniel M. Riley
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
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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