David Sardella Ii, financial advisor Phoenix AZ

David Sardella Ii

CRD Number: 7199397
Current Firm: Charles Schwab & Company, Inc.

David Sardella Ii (CRD# 7199397) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Phoenix, AZ Nov 2019 - Current 2
Yelp, Inc. Scottsdale, AZ Sep 2018 - Aug 2019 < 1
Sardella's Pizza And Wings Phoenix, AZ May 2016 - Aug 2018 2
Northern Arizona University Flagstaff, AZ Aug 2013 - May 2016 2
Buffalo Wild Wings Flagstaff, AZ Sep 2014 - May 2015 < 1
Sardella's Pizza And Wings Peoria, AZ Jun 2014 - Aug 2014 < 1
Marriott International Phoenix, AZ May 2014 - Jun 2014 < 1
Sardella' Pizza And Wings Peoria, AZ May 2010 - Aug 2013 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2020
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for David P. Sardella Ii
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • 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, 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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