Adviser and broker representative · Charles Schwab & Co., Inc.
Daliya Mansour
CRD 7211892 · Carlsbad, CA
At a glance
Daliya Mansour is an investment adviser representative with Charles Schwab & Co., Inc. in Carlsbad, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Daliya’s SEC record dates to 2024, about 2 years ago. Daliya is also registered as a broker representative.
Current advisory firm
- Charles Schwab & Co., Inc.Since April 2025Carlsbad, CA · $0M in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Daliya’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.