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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

Trent Anthony Dattoli

Advisor at CHARLES SCHWAB & CO., INC.

Southampton, NY

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Search this name across graphsid dfx:ria:b254899a-cd50-526c-5550-a36d8d9042ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 5, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CHARLES SCHWAB & CO., INC.
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 21, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Sep 21, 1998
First registration: Mar 5, 2003
Dual registered: yes, broker-dealer
Other names: TRENT DATTOLI
IAPD individual key: 3118927

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 11, 2021	n/a	yes	Southampton, NY	Current employment
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jun 28, 2018	Aug 13, 2021	no	Garden City, NY\|ARLINGTON, VA\|Garden City, NY	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jan 31, 2012	Jun 21, 2018	no	Lake Grove, NY	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Mar 30, 2009	Jan 12, 2012	no	LATHAM, NY	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jun 14, 2004	Jul 30, 2008	no	ROSLYN, NY	Previous registration
QUICK & REILLY, INC.	n/a	Mar 5, 2003	Dec 4, 2003	no	GARDEN CITY, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
E*TRADE CAPITAL MANAGEMENT, LLC	CHARLES SCHWAB & CO., INC.	Aug 13, 2021	Aug 11, 2021	-2	Firm change	RIA to ibd
CHARLES SCHWAB & CO., INC.	E*TRADE CAPITAL MANAGEMENT, LLC	Jun 21, 2018	Jun 28, 2018	7	Firm change	Ibd to RIA
VALIC FINANCIAL ADVISORS, INC.	CHARLES SCHWAB & CO., INC.	Jan 12, 2012	Jan 31, 2012	19	Firm change	Other
STRATEGIC ADVISERS LLC	VALIC FINANCIAL ADVISORS, INC.	Jul 30, 2008	Mar 30, 2009	243	Firm change	Other
QUICK & REILLY, INC.	STRATEGIC ADVISERS LLC	Dec 4, 2003	Jun 14, 2004	193	Firm change	Other

Relationships

Registered with (5)

→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jan 31, 2012 to Jun 21, 2018factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 28, 2018 to Aug 13, 2021factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Mar 30, 2009 to Jan 12, 2012factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jun 14, 2004 to Jul 30, 2008factForm ADV
→ QUICK & REILLY, INC.Registered adviserregistration: previous registration
Mar 5, 2003 to Dec 4, 2003factForm ADV

Dated events

No dated event names this entity yet.