Daniel H Pak

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 → 12/2016
  Giii Apparel Group
  New York, NY
• 05/2016 → 09/2016
  Unemployed
  Ithaca, NY
• 12/2016 → 08/2017
  Axa Advisors, Llc.
  New York, NY
• 08/2017 → 12/2022
  Td Ameritrade
  New York, NY
• 12/2022 → Present
  Charles Schwab And Co., Inc.
  New York, NY
• 12/2022 → Present
  Charles Schwab Bank Ssb
  New York, NY

Previous Registrations

• 2017-09-11 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  New York, NY
  New York, NY
• 2017-09-15 → 2022-10-14
  Td Ameritrade, Inc.
  New York, NY
  New York, NY
  New York City, NY
  Omaha, NE
• 2017-02-07 → 2017-08-30
  Equitable Advisors, Llc
  Cliffside Park, NJ
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2017-01-26

Other Names

• Daniel Pak
• Daniel H Pak
• Daniel Hyun-Min Pak