Dana Schmidt (CRD# 1397060) is an Investment Advisor Representative working at Wulff, Hansen & Company in San Rafael, CA and has over 32 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wulff, Hansen & Company | San Rafael, CA | Jun 2019 - Current | 4 |
| Jordan Park Group LLC | San Francisco, CA | Mar 2021 - Jul 2022 | 1 |
| Jordan Park LLC | San Francisco, CA | Oct 2017 - Mar 2021 | 3 |
| Unemployed | San Rafael, CA | Jun 2017 - Oct 2017 | < 1 |
| Loyal3 Securities Inc. | San Francisco, CA | Jun 2014 - Jun 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1992 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1995 |
- CA
-
Total Assets Under Management124MILLIONS
-
Total Number of Accounts146ACCOUNTS
-
Average Account Value$849,566
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, TX
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