Daniel Derisio
Daniel Derisio is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 38 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
7600 Wisconsin Ave, Ste 900, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2011Customer Dispute
January 2003Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer Asset Management
Oppenheimer & CO. INC.Broker
Fahnestock Asset Management
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Scott & Stringfellow, INC.Broker
Scott & Stringfellow, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Moors & Cabot, INC.Broker
Capital Resources, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 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.
Exams
More Advisors
- Douglas GranthamWells Fargo Advisors
- Paul NewmanWells Fargo Advisors
- David BoltenWells Fargo Advisors
- Daniel Clarke, CFPWells Fargo Advisors
- John Hanson, CFPWells Fargo Advisors
- Nancy BakerWells Fargo Advisors