Daniel PassarielloCRD Number: 6890115
Current Firm: Wells Fargo Clearing Services, LLC
Daniel Passariello (CRD# 6890115) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has 1 year of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Wells Fargo Clearing Services||Atlanta, GA||Aug 2021 - Current||< 1|
|Wells Fargo Bank||Atlanta, GA||Nov 2010 - Current||11|
|T3 Trading Group, LLC||New York, NY||Dec 2017 - Apr 2018||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, WY
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