Daliya Mansour
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
Are you Daliya Mansour? Claim your profile
Contact this firm
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
12 years in the industry.
- Charles Schwab & Co., Inc.Apr 2025 to now
- Charles Schwab Bank, SsbApr 2025 to now
- J.P. Morgan Securities LLCDec 2019 to Mar 2025
- JPMorgan Chase Bank, N.A.Dec 2019 to Mar 2025
- Bank of AmericaApr 2018 to Dec 2019
- San Diego Unified School DistrictOct 2017 to Jan 2022
- Home MakerJun 2017 to Oct 2017
- Mena Properties LLCNov 2016 to May 2017
- Home MakerSep 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7211892
- Firm CRD
- 5393