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Current Employers
Schwab Wealth Advisory, Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-29
  • CA RA
    APPROVED
    Since 2026-04-29

Branch Locations

2029 Century Park East Suite 940, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Td Ameritrade, Inc. Woodland Hills CA 05/2014 06/2024
Charles Schwab & Co., Inc. Los Angeles CA 01/2022 Present
Td Ameritrade Investment Management, Llc Woodland Hills CA 05/2014 09/2023
Charles Schwab Bank, Ssb Woodland Hills CA 07/2022 04/2026
Schwab Wealth Advisory, Inc. Los Angeles CA 04/2026 Present
  • 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
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2013-04-10
S63 Uniform Securities Agent State Law Examination 2008-03-28
  • 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

View on SEC IAPD

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