Daniel Thomas Blanchette

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

• 09/2016 → 09/2017
  Crestline Hotels Corporation
  Indianapolis, IN
• 11/2018 → 02/2019
  Schulte Hospitality Group
  Fishers, IN
• 09/2016 → 10/2017
  General Hotels Corporation
  Indianapolis, IN
• 06/2016 → 09/2016
  Lido Beach Resort
  Sarasota, FL
• 09/2016 → 09/2017
  Crestline Hotels Corporation
  Indianapolis, IN
• 11/2018 → 12/2019
  Schulte Hospitality Group
  Fishers, IN
• 09/2017 → 10/2018
  General Hotels Corporation
  Indianapolis, IN
• 06/2016 → 09/2016
  Lido Beach Resort
  Sarasota, FL
• 04/2021 → 02/2022
  Charles Schwab
  Indianapolis, IN
• 04/2021 → Present
  Charles Schwab & Co., Inc
  Richfield, OH
• 02/2019 → 04/2021
  Columbia Sussex
  Indianpolis, IN

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-17
• S63 Uniform Securities Agent State Law Examination
  2025-07-14

Other Names

• Daniel Thomas Blanchette Jr