linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel Potocki

Schwab Wealth Advisory, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel Potocki

Daniel Potocki is a financial professional associated with Schwab Wealth Advisory, Inc. Daniel has been working in the financial industry since 2017 and has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Daniel is registered as a Registered Representative and Investment Advisor Representative in Florida. Daniel specializes in Portfolio Management for Individuals, Portfolio Management for Businesses and Financial Planning. Daniel has previous work experience at NYLIFE Securities LLC, New York Life Insurance Company, United States Army Reserve, Cornerstone University, Two Men & A Truck, DK Security, TCF NATIONAL BANK, CETERA INVESTMENT SERVICES LLC, CETERA INVESTMENT ADVISERS LLC, THE HUNTINGTON INVESTMENT COMPANY, CHARLES SCHWAB & CO., INC., Charles Schwab Bank, SSB, EMPOWER FINANCIAL SERVICES, INC, EMPOWER ADVISORY GROUP, LLC, Charles Schwab & Co., Inc. and Schwab Wealth Advisory.

Firm Information

Daniel Potocki 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

other

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Potocki’s Registration & Firm History

FL

09/16/2024 - Present

Schwab Wealth Advisory, Inc. (Orlando FL)

Not sure if Daniel Potocki is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Potocki.
Not sure if Daniel Potocki is right for you?