Daniel Griffith (CRD# 7093032) is an Investment Advisor Representative working at Charles Schwab Investment Management, Inc. in San Francisco, CA and has over 4 years of experience in the finance industry.
CRD# 6424586
Global Retirement Partners LLC
CRD# 3228403
Sand Hill Global Advisors, LLC
CRD# 6058165
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Investment Management, Inc. | Lone Tree, CO | Jul 2020 - Current | 3 |
| Wasmer, Schroeder | Naples, FL | Oct 2018 - Jun 2020 | 1 |
| Wasmer, Schroeder | Naples, FL | Jan 2018 - Oct 2018 | < 1 |
| Wasmer, Schroeder | Naples, FL | Mar 2017 - Dec 2017 | < 1 |
| Olde Florida Golf Club | Naples, FL | Nov 2016 - Mar 2017 | < 1 |
| Unemployed | Estero, FL | Aug 2016 - Nov 2016 | < 1 |
| Appraisal First, LLC | Miami, FL | May 2016 - Aug 2016 | < 1 |
| Shadow Wood Country Club | Bonita Springs, FL | Aug 2014 - May 2016 | 1 |
| Bear Dance Golf Club | Larkspur, CO | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- CO
- FL
-
Total Assets Under Management1,098,805MILLIONS
-
Total Number of Accounts304,509ACCOUNTS
-
Average Account Value$3,608,450
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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