Daron E. Estrada

CHARLES SCHWAB & CO.

Lynnwood, WA 98036-4746

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CRD#: 5967709

Professional summary

Daron Edward Estrada is a registered financial advisor currently at CHARLES SCHWAB & CO., INC. located in Lynnwood, Washington and PURE FINANCIAL ADVISORS, LLC located in Redmond, Washington.

Daron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Daron has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Aliases

None

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 Daron Edward Estrada'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

Experience

Current

December 17, 2013 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 19020 33rd Ave West Suite 100, Lynnwood, WA 98036-4746

RIA

CRD#: 5393

Lynnwood, WA

Current

July 15, 2026 - Present

PURE FINANCIAL ADVISORS, LLC

Office #1: 22500 Ne Marketplace Dr Ste 203, Redmond, WA 98053

RIA

CRD#: 144316

Redmond, WA

Current

December 7, 2011 - Present

CHARLES SCHWAB & CO., INC.

Office #1: 19020 33rd Ave West Suite 100, Lynnwood, WA 98036-4746

RIA

CRD#: 5393

Lynnwood, WA

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".

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(5/24/2025)

California
(12/12/2011)

Colorado
(3/26/2024)

Idaho
(1/9/2012)

IAR

Idaho
(12/17/2013)

Illinois
(11/13/2019)

Massachusetts
(6/25/2024)

Montana
(11/2/2022)

Nebraska
(6/25/2024)

New York
(6/25/2024)

Oregon
(1/9/2012)

South Carolina
(10/9/2018)

South Dakota
(4/8/2026)

Texas
(3/28/2019)

Washington
(7/21/2015)

IAR

Washington
(7/21/2015)

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: 12/16/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/9/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/5/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 2/28/2014

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/4/2014

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

PURE FINANCIAL ADVISORS, LLC

FAIRHAVEN WEALTH MANAGEMENT | PURE FINANCIAL ADVISORS, LLC | PURE FINANCIAL ADVISORS, INC. | PURE ADVISORY GROUP

CRD#: 144316 / SEC#: 801-70137

RIA

Registered Investment Advisory firm - (5/1/2009 Approved)

California

Registered Investment Advisory firm - (5/7/2009 Terminated)

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Contact information

Main Address

3131 Camino Del Rio N Suite 1550, San Diego, CA 92108

Mailing Address

Phone number

(866) 876-7873

Established

Firm type

Fiscal year end

# of Employees

204

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PURE FINANCIAL ADVISORS, ADV 2A BROCHURE (2/12/2026)

Regulatory assets under management

Total Number of Accounts	7,509
AUM (Assets Under Management)	$ 11,054,059,366

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.

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Advisor Monitoring

Firm Stability Insights

Daron E. Estrada

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daron Edward Estrada's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURE FINANCIAL ADVISORS, LLC

CHARLES SCHWAB & CO., INC.

Primary Firm SEC Registration

PURE FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/16/2013

Series 63

Date: 12/9/2011

SIE

Date: 10/1/2018

Series 7

Date: 12/5/2011

Series 10

Date: 2/28/2014

Series 9

Date: 2/4/2014

FINRA

Nasdaq Stock Market

Current Firm

PURE FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PURE FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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