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Danielle Hassan

Charles Schwab & Co., Inc.

Bethesda, MD

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-05-16
  • MD RA
    APPROVED
    Since 2025-05-16

Branch Locations

7401 Wisconsin Ave Suite 100, Bethesda, MD 20814-3400 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Greenwood Village CO 08/2021 04/2025
Alexis Doktor Designs Columbia SC 01/2021 07/2021
Whetstone Perkins & Fulda, Llc Columbia SC 01/2020 06/2021
Unemployed Prague 09/2019 12/2019
Life Time Fitness Framingham MA 05/2019 08/2019
Gardener Media West Columbia SC 02/2019 05/2019
Unemployed Columbia SC 09/2018 02/2019
Ymca Camp Hayward Sandwich MA 06/2018 08/2018
Unemployed Columbia SC 08/2017 05/2018
University Of South Carolina Columbia SC 08/2018 05/2021
Ymca Camp Hayward Sandwich MA 06/2017 08/2017
Starbucks Westborough MA 08/2016 06/2017
Fidelity Investments Boston MA 03/2025 04/2025
Charles Schwab & Co., Inc Bethesda MD 04/2025 Present
Charles Schwab Bank Ssb Bethesda MD 04/2025 Present
  • 08/2021 → 04/2025
    Fidelity Investments
    Greenwood Village, CO
  • 01/2021 → 07/2021
    Alexis Doktor Designs
    Columbia, SC
  • 01/2020 → 06/2021
    Whetstone Perkins & Fulda, Llc
    Columbia, SC
  • 09/2019 → 12/2019
    Unemployed
    Prague
  • 05/2019 → 08/2019
    Life Time Fitness
    Framingham, MA
  • 02/2019 → 05/2019
    Gardener Media
    West Columbia, SC
  • 09/2018 → 02/2019
    Unemployed
    Columbia, SC
  • 06/2018 → 08/2018
    Ymca Camp Hayward
    Sandwich, MA
  • 08/2017 → 05/2018
    Unemployed
    Columbia, SC
  • 08/2018 → 05/2021
    University Of South Carolina
    Columbia, SC
  • 06/2017 → 08/2017
    Ymca Camp Hayward
    Sandwich, MA
  • 08/2016 → 06/2017
    Starbucks
    Westborough, MA
  • 03/2025 → 04/2025
    Fidelity Investments
    Boston, MA
  • 04/2025 → Present
    Charles Schwab & Co., Inc
    Bethesda, MD
  • 04/2025 → Present
    Charles Schwab Bank Ssb
    Bethesda, MD
Previous Registrations
  • 2025-03-31 → 2025-04-21
    Strategic Advisers Llc
    Bethesda, MD
    Silver Spring, MD
    Boston, MA
  • 2022-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-03
  • S66 Uniform Combined State Law Examination
    2022-02-03
Other Names
  • Danielle Rose Hassan

View on SEC IAPD

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BLUE SPARROW FUNDS GP LLC · BETHESDA, MD
KALAMATA ASSET MANAGEMENT LLC · BETHESDA, MD
GLASSY MOUNTAIN ADVISORS, INC. · BETHESDA, MD
NOORDZEE CAPITAL LLC · BETHESDA, MD
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · BETHESDA, MD
HIGHTOWER ADVISORS, LLC · BETHESDA, MD
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