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Daniel Ryan Munger

Charles Schwab & CO., Inc.

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About Daniel Ryan Munger

Daniel Ryan Munger is a financial professional with over 14 years of experience in the financial services industry. Daniel Munger is currently registered with Charles Schwab & Co., Inc. and is based in Eugene, Oregon. Daniel Munger has been registered with Charles Schwab & Co., Inc. since November 2024. Previously, Daniel Munger worked at FIDELITY BROKERAGE SERVICES LLC in Las Vegas, Nevada and Pruco Securities, LLC. in San Diego, California. Daniel Munger holds the Series 66, Series 7TO, and SIE exams and is a Certified Financial Planner.

Firm Information

Daniel Munger is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Daniel Munger’s Registration & Firm History

OR

12/19/2024 - Present

Charles Schwab & CO., Inc. (Eugene OR)

NV

11/09/2021 - 02/01/2024

FIDELITY BROKERAGE SERVICES LLC (LAS VEGAS NV)

CA

12/23/2019 - 10/26/2021

PRUCO SECURITIES, LLC. (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 01/16/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/23/2019

Series 7TO - General Securities Representative Examination

BC

Issued 11/04/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Daniel Ryan Munger.
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