Whitney Dieter, financial advisor Charleston SC
93 score

Whitney Dieter

CRD Number: 4630422
Current Firm: Wells Fargo Advisors, LLC

Whitney Dieter (CRD# 4630422) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Charleston, SC and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Columbia, SC Jan 2015 - Current 1
Unemployed Columbia, SC Oct 2013 - Jan 2015 1
Berthel Fisher & Company Financial Services, Inc. Charleston, SC Jul 2011 - Oct 2013 2
The Blue Oak Group Charleston, SC Jul 2011 - Oct 2013 2
Morgan Stanley Smith Barney Charleston, SC Jun 2009 - Jul 2011 2
Citigroup Global Markets Inc. Charleston, SC Mar 2009 - Jul 2011 2
Merrill Lynch Charleston, SC Sep 2006 - Feb 2009 2
Performax, Inc. Charleston, SC Dec 2005 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Whitney L. Dieter
Phone Number: 314-875-3000
Registered State(s):
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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