Daniel C Schneider
Investment adviser representative at Charles Schwab & Co., Inc.
21 yearsExperience
2 statesRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
21 years in the industry.
- Charles Schwab Bank, SsbAug 2021 to now
- Charles Schwab & Co., Inc.Aug 2019 to now
- 1st Global Advisors Inc.Sep 2011 to Aug 2019
- 1st Global Capital Corp.Sep 2011 to Aug 2019
- Schneider & Associate, Cpas, P.C.Jan 2005 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (AZ, CA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5960163
- Firm CRD
- 5393