Daniel Miller

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 06/2018
  Full Time Education
  Santa Cruz, CA
• 06/2018 → 07/2019
  Liberty Bank
  Felton, CA
• 07/2019 → 12/2019
  Extended Travel
  Mammoth, CA
• 12/2019 → 10/2020
  Professional Resource Group
  Los Angeles, CA
• 10/2020 → 12/2021
  Doma
  Sacramento, CA
• 12/2021 → 06/2023
  Celigo
  Redwood City, CA
• 07/2023 → 04/2024
  Emergence
  Palo Alto, CA
• 07/2024 → Present
  Charles Schwab & Co., Inc.
  Corte Madera, CA
• 04/2024 → 06/2024
  Extended Travel
  Anchorage, AK
• 07/2024 → Present
  Charles Schwab Bank, Ssb
  Corte Madera, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-18