Daniel George Andrei

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

• 07/2014 → 02/2017
  Full Time Education
  Skokie, IL
• 02/2017 → 11/2017
  Ohso Brewery And Distillery
  Scottsdale, AZ
• 11/2017 → 08/2018
  Full Time Education
  Scottsdale, AZ
• 08/2018 → 10/2018
  Pei Wei
  Scottsdale, AZ
• 10/2018 → 10/2021
  Full Time Education
  Scottsdale, AZ
• 10/2021 → 02/2022
  Doordash
  Los Angeles, CA
• 02/2022 → 05/2023
  Full Time Education
  Scottsdale, AZ
• 05/2023 → 09/2023
  Unemployed
  Scottsdale, AZ
• 09/2023 → 04/2024
  Bank Of America
  Scottsdale, AZ
• 04/2024 → 07/2024
  Unemployed
  Scottsdale, AZ
• 07/2024 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Other Businesses

1) American Brands home improvement|Investment Related: No|1010 E Jefferson St, phoenix, az, 85034, maricopa|Construction - Residential/Commercial/Office|Manager|10/15/2019|Less than 20 hour/month - 0 during trading hours|I just hold the contractors license for the business but i am not involved with the business and don't receive any sort of compensation.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-17
• S63 Uniform Securities Agent State Law Examination
  2024-11-26