Daniel L. Linnehan

SCHWAB WEALTH ADVISORY | Financial Consultant

Boston, MA 02110

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CRD#: 1780204

Professional summary

Daniel L Linnehan, who also goes by Daniel Lewis Linnehan, Daniel Linnehan, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Boston, Massachusetts and CHARLES SCHWAB & CO., INC. located in Boston, Massachusetts.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Daniel has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 55 and Series 7 exams.

Biography

I partner with individuals and families to create financial plans specifically designed for each client.  I spend time learning about clients and what is most important to them.  Based on information gathered I help you develop an income and investment strategy designed to help you work towards your goals but is also flexible enough to change along with you.  I am committed to helping each client pursue what is most important to them.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Lewis Linnehan | Daniel Linnehan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel L Linnehan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Education

Framingham State College

Bachelor of Arts (BA) - Economics

1987

Experience

Current

April 17, 2025 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: On International Place, Boston, MA 02110

RIA

CRD#: 159035

Boston, MA

Current

March 1, 2025 - Present

CHARLES SCHWAB & CO., INC.

Office #1: One International Place, Boston, MA 02110-2600

RIA

CRD#: 5393

Boston, MA

Past

September 11, 2023 - November 13, 2024

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

NEEDHAM, MA

Past

September 8, 2023 - November 13, 2024

CITIZENS SECURITIES, INC.

CRD#: 39550

NEEDHAM, MA

Past

July 13, 2018 - September 5, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

BOSTON, MA

Past

November 29, 2016 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

FRAMINGHAM, MA

Past

June 27, 2016 - September 1, 2023

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

FRAMINGHAM, MA

Past

December 16, 2015 - June 10, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LINCOLN, RI

Past

March 31, 2010 - March 31, 2015

BROWN ADVISORY SECURITIES, LLC

CRD#: 120736

BALTIMORE, MD

Past

August 2, 2006 - June 18, 2008

CANACCORD GENUITY LLC

CRD#: 1020

NEW YORK, NY

Past

November 13, 2001 - March 31, 2004

LEERINK PARTNERS LLC

CRD#: 39011

BOSTON, MA

Past

November 1, 1999 - November 15, 2001

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Past

May 3, 1999 - November 1, 1999

CLEARY GULL INC.

CRD#: 45309

MILWAUKEE, WI

Past

October 11, 1992 - May 3, 1999

TUCKER ANTHONY INCORPORATED

CRD#: 837

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(8/12/2025)

Florida
(8/12/2025)

Maine
(8/12/2025)

Massachusetts
(3/1/2025)

IAR

Massachusetts
(4/17/2025)

New Hampshire
(8/12/2025)

New Jersey
(8/12/2025)

New York
(8/12/2025)

Rhode Island
(8/12/2025)

IAR

Texas
(8/12/2025)

Vermont
(8/12/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/3/2016

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/9/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 8/8/2006

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 8/1/2006

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. | SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035 / SEC#: 801-72795

RIA

Registered Investment Advisory firm - (12/9/2011 Approved)

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Contact information

Main Address

211 Main Street, San Francisco, CA 94105-1901

Mailing Address

Phone number

(415) 667-7000

Established

Firm type

Fiscal year end

# of Employees

1,042

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (9/23/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Daniel L. Linnehan

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel L Linnehan's CRS (Customer Relationship Summary).

Certified licenses

Education

Framingham State College

Experience

CHARLES SCHWAB & CO., INC.

CITIZENS SECURITIES, INC.

CITIZENS SECURITIES, INC.

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BROWN ADVISORY SECURITIES, LLC

CANACCORD GENUITY LLC

LEERINK PARTNERS LLC

TUCKER ANTHONY INCORPORATED

CLEARY GULL INC.

TUCKER ANTHONY INCORPORATED

Primary Firm SEC Registration

SCHWAB WEALTH ADVISORY, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/3/2016

Series 63

Date: 6/9/2006

SIE

Date: 10/1/2018

Series 55

Date: 8/8/2006

Series 7

Date: 8/1/2006

FINRA

Nasdaq Stock Market

Current Firm

SCHWAB WEALTH ADVISORY, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

SCHWAB WEALTH ADVISORY, INC.

TRUST BUT VERIFY

Contact information

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