Daniel Obuchowski, financial advisor Manhasset NY

Daniel Obuchowski

CRD Number: 6205541
Current Firm: Charles Schwab & Company, Inc.

Daniel Obuchowski (CRD# 6205541) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Manhasset, NY and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Manhasset, NY Aug 2015 - Current 8
Charles Schwab Bank Manhasset, NY Aug 2015 - Current 8
Jp Morgan Securities LLC Ronkonkoma, NY Apr 2015 - Aug 2015 < 1
Jpmorgan Chase Bank Ronkonkoma, NY Apr 2015 - Aug 2015 < 1
Umemployed Commack, NY Jan 2015 - Apr 2015 < 1
Legend Securities, Inc. New York, NY Jan 2014 - Jan 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2014
S66 NASAA Uniform Combined State Law Examination Feb 2016
Contact Info for Daniel S. Obuchowski
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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