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Daniel L Weeks

Schwab Wealth Advisory, Inc.

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About Daniel L Weeks

Daniel Weeks is a financial advisor with over 27 years of experience in the industry. Daniel is registered with Schwab Wealth Advisory, Inc. and holds a Series 63 and 66 license. Daniel is currently registered in 53 states. Daniel has been with Charles Schwab & Co., Inc. since May 1999 and with Schwab Wealth Advisory Inc. since March 2023.

Firm Information

Daniel Weeks is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Daniel Weeks’s Registration & Firm History

CO

05/02/2023 - Present

Schwab Wealth Advisory, Inc. (LONE TREE CO)

CO

04/07/1999 - 04/27/1999

BROKERAGE ADMINISTRATORS CORPORATION (ENGLEWOOD CO)

NY

07/26/1996 - 08/15/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NA

01/22/1986 - 09/16/1988

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

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Licenses & Designations

BOTH

Issued 11/12/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/01/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/20/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 06/20/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 2 public disclosures for Daniel L Weeks. Review regulatory record here.
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