Marriann Daoud
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2026 to now
- Bank of America, N.A.Aug 2025 to Jun 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2025 to Jun 2026
- J.P. Morgan Securities LLCJul 2023 to Jun 2025
- JPMorgan Chase Bank, N.A.Jul 2023 to Jun 2025
- BMOMay 2022 to Jun 2023
- Oasis FinancialAug 2021 to Apr 2022
- Rocket MortgageJan 2021 to Jun 2021
- Fifth Third BankApr 2020 to Dec 2020
- RandstadJan 2020 to Feb 2021
- UnemployedDec 2019 to Apr 2020
- NordstromMar 2019 to Dec 2019
- UnemployedDec 2017 to Mar 2019
- Ulta Salon Cosmetic Fragrance, IncOct 2017 to Nov 2017
- UnemployedSep 2017 to Sep 2017
- Nrt Llc/realogyJun 2017 to Aug 2017
- Redfin Real Estate CorporationOct 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 7793805
- Firm CRD
- 19616