Daniel A. Sullivan

Financial Consultant - Financial Solutions Branch

Representative for clients not served by a local Schwab branch.

+1 833-844-0035

Financial credentials

  • Series 7, 63, 66 Securities Licenses


10 years of professional experience

  • Financial Consultant - Financial Solutions Branch, Charles Schwab, 2022-present
  • Financial Advisor, Morgan Stanley, 2015-2022
  • Client Service Associate, Morgan Stanley, 2014-2015
  • Equities Trading Assistant, Shearman Ralston Inc., 2013-2014


  • BA, Economics, Communication, State University of New York at Albany

Personal interests and affiliations

  • Austin Golf Association, Board of Directors

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