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Daniel Benjamin Seletsky

Charles Schwab & Co., Inc.

Palm Beach Gardens, FL

CRD 7666851

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Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

Current Employers
Charles Schwab & Co., Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-11-29
  • FL RA
    APPROVED
    Since 2023-11-29

Branch Locations

4675 Pga Boulevard, Palm Beach Gardens, FL 33418 • 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
Charles Schwab & Co., Inc. Palm Beach Gardens FL 12/2022 Present
Charles Schwab Bank, Ssb Palm Beach Gardens FL 12/2022 Present
Newday Financial Llc West Palm Beach FL 09/2020 10/2022
Day & Zimmermann Philadelphia PA 05/2019 08/2019
Student Philadelphia PA 08/2019 09/2020
Student Philadelphia PA 05/2016 05/2019
  • 12/2022 → Present
    Charles Schwab & Co., Inc.
    Palm Beach Gardens, FL
  • 12/2022 → Present
    Charles Schwab Bank, Ssb
    Palm Beach Gardens, FL
  • 09/2020 → 10/2022
    Newday Financial Llc
    West Palm Beach, FL
  • 05/2019 → 08/2019
    Day & Zimmermann
    Philadelphia, PA
  • 08/2019 → 09/2020
    Student
    Philadelphia, PA
  • 05/2016 → 05/2019
    Student
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-25
  • S66 Uniform Combined State Law Examination
    2023-09-25
Designations
  • Certified Financial Planner
Other Names
  • Daniel Seletsky

View on SEC IAPD

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