Trent Anthony Dattoli

CRD 3118927 · Charles Schwab & Co., Inc. · Southampton, NY

IA RegisteredBroker

Also appears in the source record as: Trent Dattoli

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 65Series 63
Registered states (38): Alabama · Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Indiana · Iowa · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Montana · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · Tennessee · Texas · Vermont · Virginia · Washington · Wisconsin
Years in the industry (source record): 27
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Charles Schwab & Co., Inc.
Firm CRD: 5393
SEC number: 801-29938
Assets under management: Not yet retrieved from the source record
Website: www.linkedin.com/COMPANY/SCHWAB-ADVISOR-SERVICES ↗
Phone: 415-667-7000
Firm location: San Francisco, CA, 94105

Employment history (13)

From the source registration record · current first

Charles Schwab & Co., Inc.Current
Southampton, NY · BC capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Southampton, NY · IA capacity

start not retrieved → present
Charles Schwab & Co., Inc.Current
Southampton, NY · IA capacity

start not retrieved → present
E*trade Capital Management, LLC
Garden City, NY · IA capacity

Jun 28, 2018 → Aug 13, 2021
E*trade Securities LLC
Garden City, NY · BC capacity

Jun 20, 2018 → Aug 13, 2021
Valic Financial Advisors, Inc.
Latham, NY · IA capacity

Mar 30, 2009 → Jan 12, 2012
Valic Financial Advisors, Inc.
Latham, NY · BC capacity

Mar 30, 2009 → Jan 12, 2012
Fidelity Brokerage Services LLC
Scarsdale, NY · BC capacity

Jun 14, 2004 → Nov 17, 2008
Strategic Advisers, Inc.
Roslyn, NY · IA capacity

Jun 14, 2004 → Jul 30, 2008
H&r Block Financial Advisors, Inc.
Detroit, MI · BC capacity

Dec 1, 2003 → Mar 19, 2004
Quick & Reilly, Inc.
Garden City, NY · IA capacity

Mar 5, 2003 → Dec 4, 2003
Quick & Reilly, Inc.
New York, NY · BC capacity

Mar 3, 2003 → Dec 4, 2003
Dreyfus Service Corporation
New York, NY · BC capacity

Oct 21, 1998 → Jan 3, 2003

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 3118927 ↗ FINRA BrokerCheck record for CRD 3118927 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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