Daniel Paul Chesler

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

• 05/2014 → 06/2024
  Td Ameritrade, Inc.
  Woodland Hills, CA
• 01/2022 → Present
  Charles Schwab & Co., Inc.
  Los Angeles, CA
• 05/2014 → 09/2023
  Td Ameritrade Investment Management, Llc
  Woodland Hills, CA
• 07/2022 → 04/2026
  Charles Schwab Bank, Ssb
  Woodland Hills, CA
• 04/2026 → Present
  Schwab Wealth Advisory, Inc.
  Los Angeles, CA

Previous Registrations

• 2014-06-04 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Santa Monica, CA
  Encino, CA
  Woodlands Hills, CA
• 2014-06-04 → 2022-10-14
  Td Ameritrade, Inc.
  Los Angeles, CA
  Encino, CA
  Woodland Hills, CA
  Omaha, NE
• 2013-05-16 → 2014-06-03
  New England Securities
  Woodland Hills, CA

Other Businesses

Name of Outside Business:Daniel P Chesler; Investment Related:No; Address of Outside Business:Agoura Hills; Nature of Outside Business:Rental Property; Position:Owner; Start Date:11/30/2017; Hours per month: 0-10; Hours per month during securities trading hours: No; Description of Duties: Landlord

Exams

• S66 Uniform Combined State Law Examination
  2013-04-10
• S63 Uniform Securities Agent State Law Examination
  2008-03-28

Other Names

• Danny Paul Chesler
• Danny Chesler