# DANIEL STEWART KLEIN

DANIEL STEWART KLEIN is an investment adviser representative (IAR) with state registration records since 1998, appearing at 5 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2024-03-21 | present | Yes |
| [PACIFIC WEST FINANCIAL CONSULTANTS INC](https://search.stillhousedata.com/firm/108728) | 2010-09-03 | 2012-02-28 | — |
| [CROWELL, WEEDON & CO.](https://search.stillhousedata.com/firm/193) | 2008-01-17 | 2010-09-16 | — |
| [PRIVATE ASSET MANAGEMENT INC](https://search.stillhousedata.com/firm/106598) | 2004-10-05 | 2007-10-08 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 1998-12-10 | 2004-10-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2901933)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2901933.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.