Danielle Hassan
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.
Danielle Hassan is an investment adviser representative with Charles Schwab & Co., Inc. in Bethesda, MD, where they have been registered since 2025. They have worked in the securities industry since 2021 and have been registered with 3 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. 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 Maryland.
Office
Advisors at this office: 27
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maryland
- Broker:
15 states and territories
Colorado, Delaware, District of Columbia, Florida, Georgia, Maine, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, South Carolina, Texas, 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.
- Fidelity InvestmentsAug 2021 – Apr 2025Greenwood Village, CO
- Alexis Doktor DesignsJan 2021 – Jul 2021Columbia, SC
- Whetstone Perkins & Fulda, LLCJan 2020 – Jun 2021Columbia, SC
- UnemployedSep 2019 – Dec 2019Prague
- Life Time FitnessMay 2019 – Aug 2019Framingham, MA
- Gardener MediaFeb 2019 – May 2019West Columbia, SC
- UnemployedSep 2018 – Feb 2019Columbia, SC
- YMCA Camp HaywardJun 2018 – Aug 2018Sandwich, MA
- UnemployedAug 2017 – May 2018Columbia, SC
- University of South CarolinaAug 2018 – May 2021Columbia, SC
- YMCA Camp HaywardJun 2017 – Aug 2017Sandwich, MA
- StarbucksAug 2016 – Jun 2017Westborough, MA
- Fidelity InvestmentsMar 2025 – Apr 2025Boston, MA
- Charles Schwab & Co., IncApr 2025 – no end date reportedBethesda, MD
- Charles Schwab Bank SSBApr 2025 – no end date reportedBethesda, MD
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
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Danielle Hassan 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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