Daniel Wolf
Daniel Wolf is a registered investment advisor at Truist Advisory Services, INC., based in Belleair Bluffs, FL, with 27 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 124,359 clients with $68B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Truist Advisory Services (TAS) offers investment consulting services where fees are negotiable and can be a fixed dollar amount or a percentage of the client's assets. The fee is billed quarterly in arrears.
The AMC Advantage program charges an asset-based fee that includes client-related services, custodial, execution, and reporting services. This fee does not include portfolio management fees charged separately by the investment managers selected by the client. The Program Fees are negotiable and may differ from Client to Client. The Program Fee is billed quarterly in advance.
Location
380 N Indian Rocks Rd, Belleair Bluffs, FL, 33770
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2004Customer Dispute
May 2000Other Business Activities
Daniel is the owner and managing member of Rolling Hills Investments LLC, which owns rental properties in Missouri. He spends minimal time working with the property manager, leasing agent, and bookkeeper to oversee the properties.
Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
Suntrust Investment Services, INC.
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations20 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.