Daniel T. Lehrman
Professional summary
Daniel Takeshi Masuda Lehrman, CFP®, who also goes by Daniel Masuda Lehrman, Daniel Takeshi Masuda Lehrman, Daniel Masuda, Daniel Masuda Lehrman, is a registered financial advisor currently at MASUDA LEHRMAN WEALTH located in Honolulu, Hawaii.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Takeshi Masuda Lehrman's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
September 19, 2024 - Present
MASUDA LEHRMAN WEALTH
August 31, 2023 - December 12, 2023
CHARLES SCHWAB & CO., INC.
August 31, 2023 - December 12, 2023
TD AMERITRADE, INC.
August 31, 2023 - December 12, 2023
CHARLES SCHWAB & CO., INC.
December 18, 2018 - November 23, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
December 13, 2018 - November 21, 2022
FIDELITY BROKERAGE SERVICES LLC
December 13, 2016 - December 18, 2018
VANGUARD ADVISERS, INC.
September 16, 2014 - December 18, 2018
VANGUARD MARKETING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/19/2024)
Exams
Current Firm
MASUDA LEHRMAN WEALTH
CRD#: 329201 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 46 |
| AUM (Assets Under Management) | $ 6,477,991 |
Red Flags
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