Daniel Aiello
Daniel Aiello is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Alpharetta, GA, with 32 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
2520 Northwinds Pkwy Ste 200, Two Northwinds Center, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Daniel serves as a trustee for his cousin's trust, dedicating minimal time to this activity. He receives trustee fees for this investment-related role.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Keegan & Company, INC.Broker
NationssecuritiesBroker
Olde Discount CorporationBroker
State Registrations23 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
- Christopher Harper, CFP, ChFCWells Fargo Advisors
- Dennis HarmonWells Fargo Advisors
- Mark RamseyWells Fargo Advisors
- Marvin ChristianWells Fargo Advisors
- Holley Kenyon, CFPWells Fargo Advisors
- Mark TullerWells Fargo Advisors