Daniel Peter Wellman is an investment adviser representative (IAR) with state registration records since 2016, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-04-16 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2016-04-06 | 2026-04-16 | — |