David Wisniewski
David Wisniewski is a registered investment advisor at Wells Fargo Advisors, based in Hunt Valley, MD, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
225 Schilling Circle Suite 100, [Satellite], Hunt Valley, MD, 21030
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other Business Activities
David is a board member for the Professional Ski Instructors of America Eastern Division, an alpine ski coach, and a ski instructor for Vail Resorts. He also has 100% ownership of Wiz Financial LLC, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.