Daniel
Fienberg

Wells Fargo Clearing Services, LLC

CRD#4702909
Investment Advisor
in Los Angeles, CA
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About this Advisor

Daniel Fienberg is a certified financial planner who works in Los Angeles, California, who has been in the industry for 15 years. Fienberg is on the advisory team at Wells Fargo Clearing Services, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Advisors, Bank Of America, Na and Wells Fargo Clearing Services, LLC. Fienberg has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Wells Fargo Clearing Services, LLC is an advisory business that has its headquarters in Los Angeles, California. It has offices in 6,557 locations and a total of 26,409 employees. It has $473 billion in assets under management between its 1,432,715 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 6,248 charities and foundations. Of its 1,432,715 client accounts, 39% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fees typically are based on which services the firm provides the client. Fees charged by Wells Fargo Clearing Services, LLC most likely are comprised of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

1999 Avenue Of The Stars Ste 2200
Los Angeles, CA 90067

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Wells Fargo Clearing Services, LLC Brokerage Details

Total Assets Under Management

$473,000,358,971

CA Average: $11,469,110,461
Total Number of Employees

26,409

CA Average: 458
Total Number of Accounts

1,432,715

CA Average: 33,415
Average Account Size

$330,143

CA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Daniel Fienberg Work History

Daniel has 15 years of experience.

2016 - Present (3 years)

Wells Fargo Clearing Services, LLC

2013 - 2016 (3 years)

Wells Fargo Advisors

2009 - 2013 (4 years)

Bank Of America,Na

2003 - 2013 (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Daniel Fienberg has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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