Daniel Justin Lewis
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
$252.3BFirm assets
26 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
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCDec 2025 to now
- SavillsMay 2024 to Nov 2025
- Rise Property GroupApr 2023 to Jul 2023
- Rosenhaus Sports RepresentationAug 2022 to Dec 2022
- Buligo Capital PartnersMay 2022 to Aug 2022
- Meldon Law FirmNov 2021 to Dec 2022
- Ymca Camp ThunderbirdJun 2021 to Aug 2021
- Ymca Camp ThunderbirdJun 2020 to Aug 2020
- University of FloridaAug 2019 to May 2024
- Ymca Camp ThunderbirdJun 2019 to Aug 2019
- Ymca Camp ThunderbirdJun 2018 to Aug 2018
- Ymca Camp ThunderbirdJun 2017 to Aug 2017
- Riverwood High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 8209357
- Firm CRD
- 11025