Edward Denis Quick
Investment adviser representative at Charles Schwab & Co., Inc.
15 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
15 years in the industry.
- Charles Schwab & Co., Inc.Dec 2025 to now
- Charles Schwab Bank, SsbDec 2025 to now
- MML Investors Services, LLCAug 2021 to Dec 2025
- Mass Mutual Life Insurance CompanyJun 2021 to Dec 2025
- University At BuffaloAug 2019 to Jun 2021
- Suny Orange Community CollegeAug 2017 to Sep 2019
- Town of Deerpark Highway DepartmentJun 2016 to Jan 2021
- StudentJul 2011 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7413498
- Firm CRD
- 5393