Daniel C Schneider

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

• 09/2011 → 08/2019
  1St Global Advisors Inc.
  Phoenix, AZ
• 09/2011 → 08/2019
  1St Global Capital Corp.
  Phoenix, AZ
• 01/2005 → 07/2019
  Schneider & Associate, Cpas, P.C.
  Phoenix, AZ
• 08/2019 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 08/2021 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Previous Registrations

• 2012-01-18 → 2019-08-13
  1St Global Advisors Inc
  Phoenix, AZ

Other Businesses

1) St George Antiochian Orthodox Church | Investment Related:No|4530 E Gold Dust|Phoenix|AZ|85028|USA|Nonprofit Charitable Organizations|Parish Council Member|2/19/2019|Less than 20|0|This board serves the function to review the organization's budget and adherence to the budget, approve the compensation of the organization?s employees, approve large spending and property improvements, plus the approval of other major financial commitments of the organization?s resources?including refinancing of the parish?s mortgage. This role is not part of the finance committee, and there is no investment committee, the parish maintains a small brokerage account (non-Schwab) to receive donations of securities, but its policy is to liquidate securities immediately and transfer the cash to the operating bank account., 2) St George Antiochian Orthodox Church | Investment Related:No|4530 E Gold Dust|Phoenix|AZ|85028|USA|Nonprofit Charitable Organizations|Treasurer|3/1/2021|Less than 20|0|Preparation of the annual budget (approval is subject to initial approval from the entire parish council board, then a vote by the entire parish), overseeing the preparation of deposits (done by a team of several individuals), issuing payments to the parish's vendors. There is no investment committee, the parish maintains a brokerage account with TD which will eventually be migrated to Schwab, but this account is only used to receive donations of securities in-kind which are liquidated & transferred to the parish's bank account.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-17

Other Names

• Daniel Christopher Schneider