Daniel George Andrei
Investment adviser representative at Charles Schwab & Co., Inc.
10 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
10 years in the industry.
- Charles Schwab & Co., Inc.Jul 2024 to now
- UnemployedApr 2024 to Jul 2024
- Bank of AmericaSep 2023 to Apr 2024
- UnemployedMay 2023 to Sep 2023
- Full Time EducationFeb 2022 to May 2023
- DoordashOct 2021 to Feb 2022
- Full Time EducationOct 2018 to Oct 2021
- Pei WeiAug 2018 to Oct 2018
- Full Time EducationNov 2017 to Aug 2018
- Ohso Brewery and DistilleryFeb 2017 to Nov 2017
- Full Time EducationJul 2014 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 7948817
- Firm CRD
- 5393