Daniel Schwartz is an investment adviser representative (IAR) with state registration records since 2007, appearing at 5 firms. Currently registered with WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2025-06-11 | present | Yes |
| NUVEEN ASSET MANAGEMENT, LLC | 2020-11-17 | 2025-02-12 | — |
| CLEARBRIDGE INVESTMENTS, LLC | 2010-12-02 | 2020-10-07 | — |
| TOUCHSTONE ADVISORS INC | 2007-11-30 | 2010-06-02 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2007-02-09 | 2007-11-13 | — |