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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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DC

Daniel P. Chesler

SCHWAB WEALTH ADVISORY
Los Angeles, CA 90067
Some features on this profile are disabled
CRD#: 5407276
DC

Professional summary

Daniel Paul Chesler, CFP®, who also goes by Danny Paul Chesler, Danny Chesler, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Los Angeles, California and CHARLES SCHWAB & CO., INC. located in Los Angeles, California.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Daniel has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Danny Paul Chesler | Danny Chesler

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 Paul Chesler'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®
CFP®

Certified Financial Planner

Experience

Current

April 29, 2026 - Present

SCHWAB WEALTH ADVISORY, INC.

Office #1: 2029 Century Park East Floor 37 & 38, Los Angeles, CA 90067
RIA
CRD#: 159035
Los Angeles, CA
Current

January 26, 2022 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 2029 Century Park East Suite 940, Los Angeles, CA 90067
RIA
BD
CRD#: 5393
Los Angeles, CA
Past

January 26, 2022 - April 29, 2026

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Woodland Hills, CA
Past

June 4, 2014 - October 14, 2022

TD AMERITRADE, INC.

RIA
CRD#: 7870
Woodland Hills, CA
Past

June 4, 2014 - September 7, 2023

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 111514
Woodlands Hills, CA
Past

June 4, 2014 - July 29, 2024

TD AMERITRADE, INC.

BD
CRD#: 7870
Woodland Hills, CA
Past

May 16, 2013 - June 3, 2014

NEW ENGLAND SECURITIES

RIA
CRD#: 615
WOODLAND HILLS, CA
Past

August 12, 2009 - June 3, 2014

NEW ENGLAND SECURITIES

BD
CRD#: 615
WOODLAND HILLS, CA
Past

March 6, 2008 - August 5, 2009

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
WOODLAND HILLS, CA

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".
SW
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.
RR
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

RR
Arizona
(1/26/2022)
RR
California
(1/26/2022)
IAR
California
(4/29/2026)
RR
Colorado
(1/26/2022)
RR
Florida
(1/26/2022)
RR
Georgia
(9/23/2025)
RR
Hawaii
(9/19/2024)
RR
Idaho
(1/26/2022)
RR
Illinois
(1/26/2022)
RR
Indiana
(2/9/2022)
RR
Nevada
(4/8/2026)
RR
New Hampshire
(4/2/2024)
RR
Oregon
(2/7/2022)
RR
Pennsylvania
(2/21/2024)
RR
Tennessee
(9/23/2025)
RR
Texas
(1/26/2022)
RR
Washington
(1/26/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/10/2013
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 3/28/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/7/2010
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 3/5/2008
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
Nasdaq Stock Market

Current Firm

SW
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)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
9800 Schwab Way, Lone Tree, CO 80124
Mailing Address
Phone number
(415) 667-7000
Established
Firm type
Fiscal year end
# of Employees
1,042

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SCHWAB WEALTH ADVISORY, INC. DISCLOSURE BROCHURE (12/11/2025)

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.

Company Information

SCHWAB WEALTH ADVISORY, INC.

CRD#: 159035Los Angeles, CA 90067

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