Haney Dimian is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 19 years of industry experience. Haney 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
767 5th Ave 33rd Fl, [Y2-Rbo], New York, NY, 10153
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Haney owns three rental properties with his spouse, located in East Meadow, NY and Lawrenceville, NJ. He dedicates minimal time to these activities.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
TD Private Client Wealth LLCBroker
TD Private Client Wealth LLC
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
Citicorp Investment ServicesBroker
Commerce One Financial INC.Broker
State Registrations35 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
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