Darryl Celkupa
Darryl Celkupa is a registered investment advisor at Schwab Wealth Advisory, INC., based in Palo Alto, CA, with 31 years of industry experience. Darryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.
Location
Palo Alto, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Darryl does voiceover work for various media such as videos and audiobooks. This activity, which Darryl has been doing since 2009, takes about 10-20% of his time and is not investment-related.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Charles Schwab & CO., INC.
Foreside Funds Distributors LLCBroker
Tamarac INC
Russell Investments
Russell Financial Services, INC., Part of Russell InvestmentsBroker
Prudential Investment Management Services LLCBroker
Invesco Distributors, INC.Broker
Counsellors Securities INC.Broker
Citicorp Investment ServicesBroker
Citicorp Financial Services,inc.Broker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.