Daniel T Gregg
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2024 to Jan 2026
- Peninsula Equity CapitalJan 2024 to May 2024
- Northwestern MutualApr 2023 to Aug 2023
- LocaleApr 2022 to Dec 2023
- Orange Theory FitnessDec 2021 to Mar 2022
- Big 5 Sporting GoodsSep 2020 to Jan 2021
- University (foothill College and San Jose State University)Sep 2019 to May 2024
- Grade School (student)Jan 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7803649
- Firm CRD
- 19616