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Daniel Charles Marsh

Charles Schwab & CO., Inc.

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About Daniel Charles Marsh

Daniel Marsh is a financial advisor who has been in the industry since 2019. Currently, Daniel Marsh is a Registered Representative at Charles Schwab & CO., Inc. with a branch office in New York City, NY. Prior to joining Charles Schwab & CO., Inc., Daniel Marsh was registered with TD AMERITRADE, INC. in New York, NY and UBS FINANCIAL SERVICES INC. in Weehawken, NJ. Daniel Marsh holds the Series 66, Series 10, Series 9, Series 7TO, and SIE licenses and is currently licensed in Connecticut, Florida, New Jersey, New York, and Pennsylvania.

Firm Information

Daniel Marsh is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Daniel Marsh’s Registration & Firm History

NY

12/01/2022 - Present

Charles Schwab & CO., Inc. (New York City NY)

NY

05/19/2023 - 07/29/2024

TD AMERITRADE, INC. (NEW YORK NY)

NJ

03/01/2019 - 11/04/2022

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 04/04/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/25/2021

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 07/12/2021

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 03/01/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel Charles Marsh.
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