Daniel Eduardo Hernandez
Investment adviser representative at Charles Schwab & Co., Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
16 years in the industry.
- Charles Schwab & Co., Inc.Feb 2026 to now
- Charles Schwab BankFeb 2026 to now
- Fidelity InvestmentsApr 2024 to Jan 2026
- Northwestern Mutual Wealth Management CompanyJul 2022 to Mar 2024
- Northwestern Mutual Investment Services LLCOct 2020 to Mar 2024
- Northwestern Mutual Life Insurance CompanyJun 2020 to Mar 2024
- Toca FootballJan 2020 to Jun 2020
- La Costa MariscosApr 2018 to Feb 2019
- Chipotle Mexican GrillApr 2017 to Sep 2017
- StudentMar 2010 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
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
- 7244328
- Firm CRD
- 5393