Danel N Klepper-Lewis is an investment adviser representative (IAR) with state registration records since 2010, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-08-29 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-08-29 | 2024-03-04 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2022-01-10 | — |
| STRATEGIC ADVISERS LLC | 2010-09-21 | 2018-07-13 | — |