Daniel Bukkhegyi
Daniel Bukkhegyi is a registered investment advisor at Wells Fargo Advisors, based in Manchester By the Sea, MA, with 35 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
40 Beach Street, Suite 202, Manchester By the Sea, MA, 01944
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2011Other Business Activities
Daniel has ownership stakes in two investment-related businesses: The BCDGroup LLC (30% ownership) and DJB Financial (100% ownership). He dedicates full-time hours to each, with 40 hours per month during trading hours for both.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney INC.Broker
Gruntal & CO. IncorporatedBroker
Hibbard Brown & CO., INC.Broker
State Registrations30 states
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