Daniel A Onsurez
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
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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
15 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2025 to now
- Bank of America N.AMay 2022 to Nov 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Nov 2025
- J.P. Morgan Securities LLCMay 2018 to Feb 2022
- JP Morgan Chase Bank, N.A.May 2018 to Feb 2022
- Gnc (general Nutrition Centers)Jul 2017 to Apr 2018
- Federated Student Loan AdvisorsAug 2016 to Mar 2018
- United States Marine CorpsOct 2011 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 6960814
- Firm CRD
- 19616