Daniel CaycedoCRD Number: 6272880
Current Firm: Charles Schwab & Company, Inc.
Daniel Caycedo (CRD# 6272880) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Boulder, CO and has over 3 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Bsw Wealth Partners
|Charles Schwab Bank||Denver, CO||Jan 2016 - Current||2|
|Charles Schwab & Company, Inc.||Lone Tree, CO||Nov 2013 - Current||4|
|Not Yet Named (maybe; "daniel Alexander")||Denver, CO||Sep 2015 - Aug 2016||< 1|
|Staffing/employment Agencies||Denver, CO||Jul 2015 - Aug 2016||1|
|Mycitycooks||Charlotte, NC||Feb 2013 - Nov 2013||< 1|
|Shuckers Oyster Bar||Wilmington, NC||Sep 2012 - Apr 2013||< 1|
|Altheas Attic||Wilmington, NC||May 2012 - Jan 2013||< 1|
|Hampstead Pools And Spas||Wilmington, NC||Mar 2012 - Sep 2012||< 1|
|Unemployed||Matthews, NC||Oct 2009 - Feb 2012||2|
|Carolina Pool Management||Charlotte, NC||Apr 2009 - Sep 2009||< 1|
|Unemployed||Matthews, NC||Dec 2008 - Mar 2009||< 1|
|Danatos||Matthews, NC||Apr 2008 - Nov 2008||< 1|
|Unemployed||Matthews, NC||Mar 1991 - Apr 2008||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2014|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- 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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