Daniel Evan Colluccio

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

• 08/2014 → 07/2018
  Wbi Investment Inc.
  Red Bank, NJ
• 01/2015 → 12/2017
  Millington Securities, Inc.
  Red Bank, NJ
• 01/2018 → 07/2018
  Foreside Fund Services, Llc
  Red Bank, NJ
• 07/2018 → 06/2021
  Wilmington Trust
  Buffalo, NY
• 07/2018 → 06/2021
  M&T Securities, Inc
  Buffalo, NY
• 09/2022 → Present
  Charles Schwab & Co., Inc
  Basking Ridge, NJ
• 07/2021 → 08/2022
  Wilmington Trust, Na
  Iselin, NJ
• 12/2025 → Present
  Schwab Wealth Advisory Inc.
  Basking Ridge, NJ

Previous Registrations

• 2018-07-25 → 2021-06-09
  M&T Securities, Inc.
  Paramus, NJ
  Buffalo, NY
  Buffalo, NY
  Iselin, NJ
  Buffalo, NY
  Iselin, NJ
  New York, NY
• 2014-09-08 → 2018-07-09
  Wbi Investments, Llc
  Red Bank, NJ
• 2013-08-29 → 2014-08-14
  Td Ameritrade, Inc.
  San Diego, CA
• 2008-02-08 → 2013-07-25
  Blackrock Fund Advisors
  Jersey City, NJ
• 2006-06-05 → 2008-01-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
  Florham Park, NJ

Exams

• S66 Uniform Combined State Law Examination
  2006-04-29

Other Names

• Daniel E Colluccio