Daniel Lehrman is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with MASUDA LEHRMAN WEALTH LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MASUDA LEHRMAN WEALTH LLC | 2024-09-19 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2023-08-31 | 2023-12-12 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-12-18 | 2022-11-23 | — |
| VANGUARD ADVISERS, INC. | 2016-12-13 | 2018-12-18 | — |