David Sardella IiCRD 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.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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, 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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