DT
Daniel Teh
TASTYTRADE
CHICAGO, IL 60607
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CRD#: 7083610
DT
Daniel TehTASTYTRADE
Professional summary
Daniel Teh is a registered financial professional currently at TASTYTRADE, INC. located in Chicago, Illinois.
Daniel is registered as a RR (Registered Representative) and started their career in finance in 2019. Daniel has worked at 3 firms and has passed the Series 63, Series 34, Series 3, Series 7TO and SIE exams.
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - BD
Click below to view Daniel Teh's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 21, 2026 - Present
TASTYTRADE, INC.
Office #1: 1330 West Fulton Street Suite 600, Chicago, IL 60607BD
CRD#: 277027
CHICAGO, IL
Past
November 3, 2023 - March 29, 2026
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Omaha, NE
Past
May 13, 2019 - November 3, 2023
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/21/2026)
RR
Alaska(4/21/2026)
RR
Arizona(4/21/2026)
RR
Arkansas(4/21/2026)
RR
California(4/21/2026)
RR
Colorado(4/21/2026)
RR
Connecticut(4/21/2026)
RR
Delaware(4/21/2026)
RR
District of Columbia(4/21/2026)
RR
Florida(4/21/2026)
RR
Georgia(4/21/2026)
RR
Hawaii(4/21/2026)
RR
Idaho(4/21/2026)
RR
Illinois(4/21/2026)
RR
Indiana(4/21/2026)
RR
Iowa(4/21/2026)
RR
Kansas(4/21/2026)
RR
Kentucky(4/21/2026)
RR
Louisiana(4/21/2026)
RR
Maine(4/21/2026)
RR
Maryland(4/21/2026)
RR
Massachusetts(4/21/2026)
RR
Michigan(4/21/2026)
RR
Minnesota(4/21/2026)
RR
Mississippi(4/21/2026)
RR
Missouri(4/21/2026)
RR
Montana(4/21/2026)
RR
Nebraska(4/21/2026)
RR
Nevada(4/21/2026)
RR
New Hampshire(4/21/2026)
RR
New Jersey(4/21/2026)
RR
New Mexico(4/21/2026)
RR
New York(4/21/2026)
RR
North Carolina(4/21/2026)
RR
North Dakota(4/21/2026)
RR
Ohio(4/21/2026)
RR
Oklahoma(4/21/2026)
RR
Oregon(4/21/2026)
RR
Pennsylvania(4/21/2026)
RR
Puerto Rico(4/21/2026)
RR
Rhode Island(4/21/2026)
RR
South Carolina(4/21/2026)
RR
South Dakota(4/21/2026)
RR
Tennessee(4/21/2026)
RR
Texas(4/21/2026)
RR
Utah(4/21/2026)
RR
Vermont(4/21/2026)
RR
Virgin Islands(4/21/2026)
RR
Virginia(4/21/2026)
RR
Washington(4/21/2026)
RR
West Virginia(4/21/2026)
RR
Wisconsin(4/21/2026)
RR
Wyoming(4/21/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 7TO
Passed: 5/13/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TI
TASTYTRADE, INC.
TASTYTRADE, INC. | TASTYWORKS, INC.
CRD#: 277027 / SEC#: , 8-69649
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
1330 West Fulton Street Suite 600, Chicago, IL 60607
Mailing Address
1330 West Fulton Street Suite 600, Chicago, IL 60607
Phone number
(312) 724-7075
Established
Delaware since 06/22/2015
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| TASTYLIVE, INC. | OWNER | |
| CHIOU, JASON | HEAD OF CLIENT BROKERAGE SERVICES | 6757512 |
| CORSO, JOSEPH ROBERT | HEAD OF BROKERAGE | 4025105 |
| GRACE, CHRISTOPHER WILLIAM | INTERIM CHIEF OPERATING OFFICER | 5985000 |
| JOHNSON, THOMAS WILLIAM | CHIEF COMPLIANCE OFFICER AND INTERIM AML COMPLIANCE OFFICER | 5421745 |
| SLOAN, JACQUELINE LEE | FINOP | 2717305 |
Disclosures
| Regulatory Event | 3 |
Red Flags
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Company Information
TASTYTRADE, INC.
CRD#: 277027Chicago, IL 60607TRUST BUT VERIFY
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