Daniel Meltz (CRD# 6722931) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pacific, MO and has over 5 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Pacific, MO | May 2022 - Current | 2 |
| Td Ameritrade, Inc. | St. Louis, MO | Jun 2018 - Current | 5 |
| Farottos | Rock Hill, MO | Jan 2018 - Jun 2018 | < 1 |
| Aerotek, Inc. | Creve Couer, MO | Jan 2018 - Jun 2018 | < 1 |
| Club Taco | Kirkwood, MO | Aug 2017 - Jun 2018 | < 1 |
| Marcus Theaters | Des Peres, MO | Dec 2017 - Feb 2018 | < 1 |
| Billy G's | Kirkwood, MO | Oct 2017 - Dec 2017 | < 1 |
| 5 Star Burgers | Kirkwood, MO | Nov 2016 - Sep 2017 | < 1 |
| Pi Pizza | Kirkwood, MO | Aug 2016 - Nov 2016 | < 1 |
| Randstad Usa | Creve Couer, MO | Jan 2016 - Aug 2016 | < 1 |
| Walnut Grill | Ellisville, MO | Oct 2015 - Jan 2016 | < 1 |
| One 19 North | Kirkwood, MO | Aug 2015 - Oct 2015 | < 1 |
| Pi Pizza | St. Louis, MO | Apr 2015 - Aug 2015 | < 1 |
| Amc Theaters | Creve Couer, MO | Nov 2014 - Apr 2015 | < 1 |
| Catering St. Louis | St. Louis, MO | Oct 2014 - Jan 2015 | < 1 |
| Randstad Usa | Creve Couer, MO | Apr 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2019 |
- MO
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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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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