Lola C Danza

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

• 11/2013 → 12/2016
  Colorado Tech University
  Colorado Springs, CO
• 01/2011 → 02/2019
  Self Employed
  Brooklyn, NY
• 08/2016 → 02/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 01/2014 → 12/2016
  Sole Proprietorship
  New York, NY
• 02/2017 → 02/2019
  Td Ameritrade
  New York, NY
• 02/2019 → 01/2023
  Charles Schwab & Co., Inc.
  New York City, NY
• 02/2019 → 01/2023
  Charles Schwab Bank, Ssb
  New York City, NY
• 01/2023 → 05/2025
  Fidelity Investments
  Sarasota, FL
• 03/2025 → 05/2025
  Fidelity Investments
  Boston, MA
• 06/2025 → Present
  Charles Schwab Bank, Ssb
  Vero Beach, FL
• 06/2025 → Present
  Charles Schwab & Co., Inc.
  Vero Beach, FL

Previous Registrations

• 2025-03-31 → 2025-06-06
  Strategic Advisers Llc
  Lakewood Ranch, FL
  Sarasota, FL
  Boston, MA
• 2023-04-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Sarasota, FL
• 2019-05-13 → 2022-11-25
  Charles Schwab & Co., Inc.
  New York City, NY
  New York City, NY
  New York City, NY
• 2017-04-04 → 2019-02-20
  Td Ameritrade, Inc.
  New York, NY
• 2017-03-20 → 2019-02-20
  Td Ameritrade Investment Management, Llc
  New York, NY
• 2016-09-09 → 2017-02-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

Threvia Holdings LLC | not investment related | 30 N Gould St. #44779, Sheridan, WY 82801 | Real estate holding LLC | Manager | Start 05/06/2025 | Less than 20 hours/month - 0 during trading hours | none - This is a holding LLC that holds the BluePointe Crest LLC. BluePointe Crest LLC | not investment related | 7901 4th St. N #24660, St. Petersburg, FL 33702 | Real Estate | Manager | Start 05/07/2025 | Less than 20 hours/month - 0 during trading hours | Rental property. A property manager that handles everything for me e.g., collecting rent, handling repairs, etc. I am hands off. I do not make any income off the property currently but may in the future. The income I make goes to the mortgage and HOA fees.

Exams

• S66 Uniform Combined State Law Examination
  2016-04-16

Other Names

• Lola Danza
• Lola Chung Danza