# Daniel Schwartz

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | 2025-06-11 | present | Yes |
| [NUVEEN ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/155584) | 2020-11-17 | 2025-02-12 | — |
| [CLEARBRIDGE INVESTMENTS, LLC](https://search.stillhousedata.com/firm/137028) | 2010-12-02 | 2020-10-07 | — |
| [TOUCHSTONE ADVISORS INC](https://search.stillhousedata.com/firm/107028) | 2007-11-30 | 2010-06-02 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2007-02-09 | 2007-11-13 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5233875)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5233875.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.