Daniel Edwards
Investment adviser representative at Charles Schwab & Co., Inc.
12 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
12 years in the industry.
- Charles Schwab & Co., Inc.Feb 2024 to now
- Charles Schwab Bank, SsbFeb 2024 to now
- Equitable Advisors, LLCMar 2022 to Jan 2024
- UnemployedNov 2021 to Mar 2022
- Unites States Marine CorpsJan 2019 to Oct 2021
- Marco's PizzaJul 2018 to Jan 2019
- Greenville Country ClubMay 2018 to Jun 2018
- Domino's PizzaAug 2015 to Dec 2017
- East Carolina UniversityAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7518244
- Firm CRD
- 5393