Destrian
Wells
Macquarie Investment Management Business Trust
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About this Advisor
Destrian Wells is a financial advisor based in Philadelphia, Pennsylvania with 3 years of relevant experience. Wells is an advisor for Macquarie Investment Management Business Trust. Their career trajectory has included roles at Delaware Distributors, L.P and Macquarie Investment Management Business Trust. Wells has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Macquarie Investment Management Business Trust is a financial advisory company that has its headquarters in Philadelphia, PA. It has offices in four locations and a total of 628 financial advisors. It oversees $236 billion in total assets across its 454 customer accounts, placing it among the biggest firms in the nation by assets under management. Of its 454 accounts, just 7% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The business has a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fee schedules usually are based on which services the firm provides the client. However, fees billed by Macquarie Investment Management Business Trust can consist of any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Macquarie Investment Management Business Trust Brokerage Details
$236,026,994,245
628
454
$519,883,247
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Destrian Wells Work History
Destrian has been registered as a financial advisor for 3 years.*
Macquarie Investment Management Business Trust
Delaware Distributors, L.P
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Destrian Wells to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Macquarie Investment Management Business Trust
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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