Daniela Sierra castaneda
Investment adviser representative at Schwab Wealth Advisory, Inc.
12 yearsExperience
2 statesRegistered in
$0Firm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Schwab Wealth Advisory, Inc.Apr 2024 to now
- Charles Schwab & Co., IncApr 2024 to now
- Bank of America, N.A.Oct 2022 to Apr 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2020 to Apr 2024
- Landau & Associates PaJul 2020 to Nov 2020
- Olen LivingMay 2020 to Jul 2020
- D'angelo PizzaNov 2019 to Feb 2020
- The Diplomat Beach ResortFeb 2017 to Jan 2021
- FootlockerOct 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7596101
- Firm CRD
- 159035