Darryl Craig Celkupa

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

• 03/2013 → 07/2023
  Foreside Funds Distributors Llc
  San Francisco, CA
• 02/2013 → 07/2023
  Matthews International Capital
  San Francisco, CA
• 08/2023 → Present
  Charles Schwab & Co., Inc.
  Palo Alto, CA
• 12/2025 → Present
  Schwab Wealth Advisory Inc.
  Palo Alto, CA

Previous Registrations

• 2012-02-22 → 2012-10-02
  Tamarac Inc
  Seattle, WA
• 2006-10-10 → 2011-05-02
  Russell Investments
  Tacoma, WA

Other Businesses

1) Darryl Celkupa, Voiceover | Investment Related:No|Other|Owner|1/19/2009|Less than 20|0|Do voiceover work in a variety of media on weekends.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-10-16
• S63 Uniform Securities Agent State Law Examination
  1991-05-06

Other Names

• Darryl Celkupa