Daniel Munger is an investment adviser representative (IAR) with state registration records since 2020, appearing at 4 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-12-03 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2024-06-06 | 2024-11-21 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-12-08 | 2024-02-05 | — |
| PRUCO SECURITIES, LLC | 2020-03-18 | 2021-10-26 | — |