Dana Zook Gentile

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 11/2017 → 10/2019
  Deutsche Bank Securites Inc.
  Chicago, IL
• 08/2017 → 10/2019
  Db Trust Company Americas
  Chicago, IL
• 06/2013 → 08/2017
  The Northern Trust Company
  Chicago, IL
• 10/2019 → 12/2020
  Deutsche Bank Usa Core Corp.
  Chicago, IL
• 12/2020 → 02/2021
  Unemployed
  Indianapolis, IN
• 02/2021 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 02/2021 → Present
  Schwab Wealth Advisory Inc
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2021-05-24
• S63 Uniform Securities Agent State Law Examination
  2018-04-10

Other Names

• Dana J Zook
• Dana Jayne Zook