Daniel Edwards
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Daniel Edwards is an investment adviser representative with Charles Schwab & Co., Inc. in Huntersville, NC, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with Equitable Advisors, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
4 states and territories
Florida, North Carolina, South Carolina, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Equitable Advisors, LLCMar 2022 – Jan 2024New York, NY
- UnemployedNov 2021 – Mar 2022Charlotte, NC
- Unites States Marine CorpsJan 2019 – Oct 2021Camp Lejeune, NC
- Marco's PizzaJul 2018 – Jan 2019Mooresville, NC
- Greenville Country ClubMay 2018 – Jun 2018Greenville, NC
- Domino's PizzaAug 2015 – Dec 2017Greenville, NC
- East Carolina UniversityAug 2014 – May 2018Greenville, NC
- Charles Schwab & Co., Inc.Feb 2024 – no end date reportedHuntersville, NC
- Charles Schwab Bank, SSBFeb 2024 – no end date reportedHuntersville, NC
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Huntersville, NC
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Edwards has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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