Daniel Dechert, financial advisor Williamsville NY
90 score

Daniel Dechert

CRD Number: 6146408
Current Firm: Wells Fargo Advisors, LLC

Daniel Dechert (CRD# 6146408) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Williamsville, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Buffalo, NY Sep 2014 - Current 2
Unemployed Buffalo, NY Dec 2013 - Aug 2014 < 1
Keybank Cleveland, OH Apr 2013 - Nov 2013 < 1
Laidlaw & Co (uk) Ltd New York, NY Aug 2012 - Feb 2013 < 1
Unemployed East Aurora, NY Sep 2011 - Jul 2012 < 1
Tribee Collins Buffalo, NY Jun 2011 - Aug 2011 < 1
Unemployed East Aurora, NY Aug 2008 - May 2011 2
Roy Croft East Aurora, NY Apr 2006 - Jul 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Daniel S. Dechert
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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