Daniel Nakahara has been an investment adviser representative at North Berkeley Wealth Management since February 2017, and is not listed among the firm’s executive officers or direct owners.
North Berkeley Wealth Management, LLC is a Berkeley, CA firm with $830M under management, 411 clients and 11 advisers across 2 offices, as of its March 2026 filing.
- – present · 9 yearsBerkeley, CA · Adviser representative · Firm CRD 136431
Investment adviser representative registrations
Daniel Nakahara is registered as an investment adviser representative in California, since February 2017.
- CaliforniaSince 15 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 February 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Francis Nakahara
- CRD
- 6715708
- Firm
- North Berkeley Wealth Management · CRD 136431
- Office
- 1995 EL DORADO AVE, Berkeley, CA 94707
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Nakahara work?
Daniel Nakahara is an investment adviser representative registered through North Berkeley Wealth Management, LLC since February 2017, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Nakahara a financial advisor?
Yes. Daniel Nakahara has a current investment-adviser registration in California, through North Berkeley Wealth Management since February 2017.
How many years of experience does Daniel Nakahara have?
Daniel Nakahara has 9 years in the financial industry, since February 2017, across 1 adviser firm.
What exams has Daniel Nakahara passed?
Daniel Nakahara passed the Series 65 in February 2017.
Where is Daniel Nakahara based?
Daniel Nakahara’s registered office is in Berkeley, CA.
Is Daniel Nakahara registered with FINRA?
No. Daniel Nakahara has no current broker registration.
How can I verify Daniel Nakahara’s record?
Search CRD 6715708 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Nakahara’s full registration record.