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Daniel Keith Beatty

Selby Wealth Management

Emeryville, CA

CRD 872161

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Employer firm

Selby Wealth Management CRD 334084

$545M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Selby Wealth Management

2200 Powell Street Suite 350, Emeryville, CA 94608 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-05
  • CA RA
    APPROVED
    Since 2025-03-05

Branch Locations

2200 Powell Street Suite 350, Emeryville, CA 94608 • 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
John W. Booker & Co., Cpas, Pc Oakland CA 05/1983 Present
Selby Wealth Management, Llc Greenbrae CA 12/2024 Present
  • 05/1983 → Present
    John W. Booker & Co., Cpas, Pc
    Oakland, CA
  • 12/2024 → Present
    Selby Wealth Management, Llc
    Greenbrae, CA
Previous Registrations

View on SEC IAPD

Nearby Firms

INTERFUNDS
TRIGOFI
STRYKER FINANCIAL

Nearby Investors

JOSEPH ALBERT WELLS
ROBERT JOHN WELLS
GEORGE R PASTOR

Nearby Offices

INTERFUNDS · EMERYVILLE, CA
TRIGOFI · EMERYVILLE, CA
STRYKER FINANCIAL · EMERYVILLE, CA

More in Emeryville, CA

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