Daniel T Devine

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2021 → 11/2021
  Self
  New York, NY
• 05/2013 → 01/2021
  Td Ameritrade
  New York, NY
• 11/2021 → 12/2022
  Td Ameritrade
  New York, NY
• 04/2022 → Present
  Charles Schwab & Co., Inc.
  New York City, NY
• 12/2022 → Present
  Charles Schwab Bank, Ssb
  New York City, NY

Previous Registrations

• 2021-12-11 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  New York, NY
• 2021-12-11 → 2022-10-14
  Td Ameritrade, Inc.
  New York, NY
  Garden City, NY
  New York City, NY
  Omaha, NE
• 2013-07-02 → 2021-01-11
  Td Ameritrade, Inc.
  New York, NY
• 2013-06-25 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2013-06-06
• S63 Uniform Securities Agent State Law Examination
  2008-01-31

Other Names

• Daniel Devine
• Daniel Thomas Devine
• Daniel T Devine