Daniel L Linnehan

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 08/2023
  Fidelity Brokerage Services Llc
  Framingham, MA
• 07/2018 → 08/2023
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2023 → 11/2024
  Citizens Securities, Inc.
  Needham, MA
• 01/2025 → Present
  Charles Schwab & Co., Inc
  Boston, MA
• 01/2025 → Present
  Schwab Wealth Advisory
  Boston, MA

Previous Registrations

• 2023-09-11 → 2024-11-13
  Citizens Securities, Inc.
  Needham, MA
  Needham, MA
  Johnston, RI
  Hudson, MA
• 2018-07-13 → 2023-09-05
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-11-29 → 2018-07-13
  Strategic Advisers Llc
  Framingham, MA

Exams

• S66 Uniform Combined State Law Examination
  2016-11-03
• S63 Uniform Securities Agent State Law Examination
  2006-06-09

Other Names

• Daniel Lewis Linnehan
• Daniel Linnehan