Daniel Cea oliva
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.Sep 2024 to now
- Liberty MutualJul 2023 to Sep 2024
- Full Time EducationMar 2023 to May 2023
- Lupe TortillaNov 2022 to Mar 2023
- Full Time EducationAug 2022 to Nov 2022
- Liberty MutualMay 2022 to Aug 2022
- Uncle Julio'sAug 2021 to Apr 2022
- Full Time EducationJan 2021 to Aug 2021
- Panera BreadJun 2020 to Jan 2021
- KrogerJun 2018 to Sep 2018
- Full Time EducationOct 2014 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7974495
- Firm CRD
- 5393