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Dean Dagnoli

27 Years of Experience
Bethesda, MD
1 DisclosureBroker

Dean Dagnoli is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2006
Closed-No Action
Other Business Activities

Dean is the current president and a board member of the East Longmeadow Education Endowment Fund (ELEEF), which raises money for East Longmeadow Public Schools. He has been involved with ELEEF since 2016.

Employment History
Current Registrations
Wells Fargo Advisors
February 2026 - Present · 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2026 - Present · 3 mos
Previous Registrations
UBS Financial Services INC.
January 2022 - February 2026 · 4 yrs 1 mo
UBS Financial Services INC.Broker
March 2011 - February 2026 · 14 yrs 11 mos
Morgan Stanley Smith BarneyBroker
June 2009 - April 2011 · 1 yr 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
January 1999 - April 2007 · 8 yrs 3 mos
State Registrations27 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.