Danielle Hassan
Investment adviser representative at Charles Schwab & Co., Inc.
9 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
9 years in the industry.
- Charles Schwab & Co., Inc.Apr 2025 to now
- Charles Schwab Bank SsbApr 2025 to now
- Fidelity InvestmentsAug 2021 to Apr 2025
- Alexis Doktor DesignsJan 2021 to Jul 2021
- Whetstone Perkins & Fulda, LLCJan 2020 to Jun 2021
- UnemployedSep 2019 to Dec 2019
- Life Time FitnessMay 2019 to Aug 2019
- Gardener MediaFeb 2019 to May 2019
- UnemployedSep 2018 to Feb 2019
- University of South CarolinaAug 2018 to May 2021
- Ymca Camp HaywardJun 2018 to Aug 2018
- UnemployedAug 2017 to May 2018
- Ymca Camp HaywardJun 2017 to Aug 2017
- StarbucksAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7426924
- Firm CRD
- 5393