Daniel Beaulieu is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2025-04-29 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2023-04-11 | 2025-02-20 | — |
| EQUITABLE ADVISORS, LLC | 2022-08-11 | 2023-03-20 | — |