Daniel Stanley Derisio
Investment adviser representative at Wells Fargo Advisors
17 yearsExperience
3 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Daniel Stanley Derisio? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2024 to now
- Morgan Stanley Private Bank, N.AOct 2017 to now
- Morgan Stanley Private Bank, National AssociationOct 2017 to Nov 2024
- Morgan StanleyAug 2017 to Nov 2024
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2017
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1808153
- Firm CRD
- 19616