Daniel Osorio (CRD# 6843680) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Torrance, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Torrance, CA | May 2021 - Current | 3 |
| Charles Schwab Bank, Ssb | Torrance, CA | May 2021 - Current | 3 |
| Fidelity Brokerage Services LLC | Brea, CA | May 2020 - Apr 2021 | < 1 |
| Charles Schwab Bank | Pasadena, CA | Nov 2019 - May 2020 | < 1 |
| Charles Schwab & Company, Inc. | Pasadena, CA | Nov 2019 - May 2020 | < 1 |
| Charles Schwab & Company, Inc. | Brea, CA | May 2018 - Oct 2019 | 1 |
| Charles Schwab Bank | Brea, CA | May 2018 - Oct 2019 | 1 |
| Wells Fargo Clearing Services LLC | Montebello, CA | Aug 2017 - May 2018 | < 1 |
| Wells Fargo Bank Na | Montebello, CA | Dec 2014 - May 2018 | 3 |
| Pizza Hut | Montebello, CA | Aug 2013 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2017 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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