Daniel L Linnehan is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-04-17 | present | Yes |
| CITIZENS SECURITIES, INC. | 2023-09-11 | 2024-11-13 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2023-09-05 | — |
| STRATEGIC ADVISERS LLC | 2016-11-29 | 2018-07-13 | — |