Daniel Todd Iacometti

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

• 09/2007 → 05/2020
  Usaa Financial Advisors, Inc.
  Phoenix, AZ
• 03/2013 → 05/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 05/2020
  Usaa Investment Management Company
  Phoenix, AZ
• 10/2017 → Present
  Rental Properties
  Phoenix, AZ
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  Phoenix, AZ
  San Antonio, TX
  Phoenix, AZ
• 2013-04-03 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
• 2007-08-08 → 2013-04-05
  Usaa Investment Services Company
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

Company: Todd Iacometti. Address: 4733 E Edgemont Ave.Phoenix, AZ 85008 Nature of Business: Recently inherited real estate that will be used as rental property. Created a trust to hold these properties as they will be kept separate from an existing interest in an LLC that owns rental properties. Position Held: owner. Duties Performed: There is a property manager for each of the properties so my involvement should be limited to interacting with them. Dates: From: 10/01/2017 To: Present. Time Devoted: 0 hours per Month. Work for business during securities trading hours? No. Investment related? No. Compensated for work? Yes Company: Teneven Enterprises LLC. Address: 33681 Calle Conejo, San Juan Capistrano, CA 92675 Nature of Business: rental real estate In 1981, my dad created a partnership for his ten children and funded it with a rental property. It has grown to three properties and is still owned equally by my nine siblings and myself. Position Held: partner. Duties: I do not hold a position in the LLC but we all attend an annual meeting. Dates Employed: From: 04/30/1981 To: Present. Time Devoted: 0.25 hours per Month. Work for business during securities trading hours? No. Is the activity you are reporting investment related? No. Compensated for work? Yes

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-07-23
• S63 Uniform Securities Agent State Law Examination
  1999-03-29