Daniel Thomas Blanchette
Investment adviser representative at Charles Schwab & Co., Inc.
6 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
6 years in the industry.
- Charles Schwab & Co., Inc.Apr 2021 to now
- Charles SchwabApr 2021 to Feb 2022
- Columbia SussexFeb 2019 to Apr 2021
- Schulte Hospitality GroupNov 2018 to Dec 2019
- General Hotels CorporationSep 2016 to Oct 2018
- Crestline Hotels CorporationSep 2016 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7363763
- Firm CRD
- 5393