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Dana Zook Gentile

Schwab Wealth Advisory, Inc.

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About Dana Zook Gentile

Dana Gentile is a financial advisor who has been in the industry since July 6, 2019. Dana is currently registered with Schwab Wealth Advisory, Inc., where she has been employed since February 2021. Before joining Schwab, Dana was employed with Deutsche Bank Securities Inc., and The Northern Trust Company. Dana is licensed to provide investment advisory services in Indiana and is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative. Dana is also licensed to provide investment advice in 53 states. Dana has passed both the Series 7 and Series 66 exams, and her areas of specialization are financial planning, portfolio management for individuals and businesses.

Firm Information

Dana Gentile is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Dana Gentile’s Registration & Firm History

IN

05/24/2021 - Present

Schwab Wealth Advisory, Inc. (Indianapolis IN)

IL

01/16/2018 - 10/04/2019

DEUTSCHE BANK SECURITIES INC. (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 05/24/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Dana Zook Gentile.
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