Daniel Albert Gorman
Investment adviser representative at Charles Schwab & Co., Inc.
13 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
13 years in the industry.
- Charles Schwab BankMay 2026 to now
- Charles Schwab & Co., Inc.Jan 2023 to now
- Sherwin WilliamsJun 2022 to Dec 2022
- UnemployedDec 2021 to Jun 2022
- Florida Institute of Technology Office of DevelopmentAug 2021 to Dec 2021
- Tbme Tax and Accounting ServicMay 2021 to Aug 2021
- UnemployedSep 2020 to May 2021
- Natures Reward Farmers MarketMay 2020 to Jul 2020
- Nardis TavernJun 2018 to Sep 2020
- UnemployedJan 2013 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7663828
- Firm CRD
- 5393