Daniel Bezik
Daniel Bezik is a registered investment advisor at Wells Fargo Advisors, based in Beachwood, OH, with 29 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
3201 Enterprise Pkwy Suite 400, [Satellite], Beachwood, OH, 44122
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2018Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Daniel has several business activities, including Dynamic Investments Group LLC, Rock City Enterprises LLC, DIG Enterprises LLC, and League One Volleyball. He also works as a financial advisor for Princeton Harriman Insurance Solutions, dedicating a few hours per week to the insurance business.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
H&r Block Financial Advisors, INC.Broker
State Registrations12 states
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