Daniel Leuenberger is a registered investment advisor, based in Charlotte, NC, with 4 years of industry experience.
Location
1515 S Tryon St, Charlotte, NC, 28203
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Dimensional Fund Advisors LP
December 2024 - Present · 1 yr 5 mos
Dfa Securities LLCBroker
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Vanguard Advisers, INC.
September 2022 - November 2024 · 2 yrs 2 mos
Vanguard Marketing CorporationBroker
July 2021 - November 2024 · 3 yrs 4 mos
State Registrations2 states
NCTX
AdvisorBroker
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Exams
No exam information available for this advisor.