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Dante Charles Torrisi

Charles Schwab & Co., Inc.

Wayne, PA

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Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-04-12
TX RA APPROVED 2024-07-24
  • PA RA
    APPROVED
    Since 2025-04-12
  • TX RA
    APPROVED
    Since 2024-07-24

Branch Locations

200 West Lancaster Ave, Wayne, PA 19087-4046 • 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
Doordash Havertown PA 05/2019 08/2019
Fidelity Investments Westlake TX 07/2021 04/2023
Unemployed Havertown PA 10/2015 04/2019
Unemployed Havertown PA 09/2019 06/2021
Charles Schwab & Co Wayne PA 04/2023 Present
Charles Schwab Bank, Ssb Wayne PA 04/2023 Present
  • 05/2019 → 08/2019
    Doordash
    Havertown, PA
  • 07/2021 → 04/2023
    Fidelity Investments
    Westlake, TX
  • 10/2015 → 04/2019
    Unemployed
    Havertown, PA
  • 09/2019 → 06/2021
    Unemployed
    Havertown, PA
  • 04/2023 → Present
    Charles Schwab & Co
    Wayne, PA
  • 04/2023 → Present
    Charles Schwab Bank, Ssb
    Wayne, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-28
S63 Uniform Securities Agent State Law Examination 2022-07-15
  • S65 Uniform Investment Adviser Law Examination
    2023-11-28
  • S63 Uniform Securities Agent State Law Examination
    2022-07-15
Other Names
  • Dante Torrisi
  • Dante Charles Torrisi

View on SEC IAPD

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Other Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA
HORNOR, TOWNSEND & KENT, LLC · WAYNE, PA
TODOROW CAPITAL PARTNERS LLC · WAYNE, PA
HARVEST FUND ADVISORS LLC · WAYNE, PA
ACT CAPITAL MANAGEMENT, LLC · WAYNE, PA
FOCUS PARTNERS WEALTH, LLC · Wayne, PA
THE ASCENT GROUP, LLC · WAYNE, PA

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