# Daniel L Linnehan

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..

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2025-04-17 | present | Yes |
| [CITIZENS SECURITIES, INC.](https://search.stillhousedata.com/firm/39550) | 2023-09-11 | 2024-11-13 | — |
| [FIDELITY PERSONAL AND WORKPLACE ADVISORS](https://search.stillhousedata.com/firm/288590) | 2018-07-13 | 2023-09-05 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2016-11-29 | 2018-07-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1780204)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1780204.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.