Daniela Lee is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2022-06-03 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2021-05-13 | 2022-06-09 | — |