DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner12 years in industry

Daniel Lehrman

Advisor at MASUDA LEHRMAN WEALTH

HONOLULU, HI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:48cf6668-1911-ddc6-62fc-5a0a3ef543ac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 13, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MASUDA LEHRMAN WEALTH
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Sep 25, 2014
First registration: Dec 13, 2016
Dual registered: no
Other names: DANIEL MASUDA LEHRMAN|DANIEL MASUDA|DANIEL MASUDA LEHRMAN|Daniel Lehrman|DANIEL TAKESHI MASUDA LEHRMAN
IAPD individual key: 6385412

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MASUDA LEHRMAN WEALTH	State registered	Sep 19, 2024	n/a	yes	HONOLULU, HI	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Aug 31, 2023	Dec 12, 2023	no	Honolulu, HI	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Dec 18, 2018	Nov 23, 2022	no	SCOTTSDALE, AZ	Previous registration
VANGUARD ADVISERS, INC.	Bd affiliated wealth	Dec 13, 2016	Dec 18, 2018	no	SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	MASUDA LEHRMAN WEALTH	Dec 12, 2023	Sep 19, 2024	282	Firm change	Ibd to state RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	CHARLES SCHWAB & CO., INC.	Nov 23, 2022	Aug 31, 2023	281	Firm change	Ibd to ibd
VANGUARD ADVISERS, INC.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 18, 2018	Dec 18, 2018	0	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ MASUDA LEHRMAN WEALTHRegistered adviserregistration: current employment
Sep 19, 2024 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Aug 31, 2023 to Dec 12, 2023factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Dec 18, 2018 to Nov 23, 2022factForm ADV
→ VANGUARD ADVISERS, INC.Registered adviserregistration: previous registration
Dec 13, 2016 to Dec 18, 2018factForm ADV

Dated events

Occurred
Dec 12, 2023
Advisor changed firm
Daniel Lehrman left Charles Schwab & Co., Inc. for Masuda Lehrman Wealth (registered 2024-09-19)
Form ADVobserved 4 days ago
Occurred
Nov 23, 2022
Advisor changed firm
Daniel Lehrman left Fidelity Personal And Workplace Advisors for Charles Schwab & Co., Inc. (registered 2023-08-31)
Form ADVobserved 4 days ago