Daniel Louis Meltz
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Charles Schwab & Co., Inc.May 2022 to now
- TD Ameritrade, Inc.Jun 2018 to Jun 2024
- Aerotek, IncJan 2018 to Jun 2018
- FarottosJan 2018 to Jun 2018
- Marcus TheatersDec 2017 to Feb 2018
- Billy G'sOct 2017 to Dec 2017
- Club TacoAug 2017 to Jun 2018
- 5 Star BurgersNov 2016 to Sep 2017
- Pi PizzaAug 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 6722931
- Firm CRD
- 5393