Daniel Estrada is a registered investment advisor, based in Diamond Bar, CA, with 3 years of industry experience.
Location
21700 East Copley Dr, Ste 120, Diamond Bar, CA, 91765
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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 →Other Business Activities
Daniel creates educational content related to car repairs and maintenance for a virtual channel on Google/YouTube. This non-investment related activity takes minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2026 - Present · 4 mos
Merit Financial Advisors
December 2025 - Present · 5 mos
Previous Registrations
Fisher Investments
March 2024 - October 2025 · 1 yr 7 mos
Nylife Securities LLCBroker
August 2022 - December 2023 · 1 yr 4 mos
Equitable Advisors, LLCBroker
May 2022 - May 2022 · 0 mos
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.