DB
CFP
DB
CFP

Daniel Bejster

14 Years of Experience
Canonsburg, PA
Broker

Daniel Bejster is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Canonsburg, PA, with 14 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

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Location

2400 Ansys Dr Ste 304, Canonsburg, PA, 15317

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
June 2024 - Present · 2 yrs 4 mos
Wells Fargo Advisors
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
The Huntington Investment CompanyBroker
January 2016 - June 2024 · 8 yrs 5 mos
Huntington Financial Advisors
January 2016 - June 2024 · 8 yrs 5 mos
LPL Financial LLCBroker
October 2014 - December 2015 · 1 yr 2 mos
LPL Financial LLC
October 2014 - December 2015 · 1 yr 2 mos
PNC Investments
May 2013 - October 2014 · 1 yr 5 mos
PNC InvestmentsBroker
May 2013 - October 2014 · 1 yr 5 mos
Edward Jones
January 2012 - March 2013 · 1 yr 2 mos
Edward JonesBroker
October 2011 - March 2013 · 1 yr 5 mos
State Registrations11 states
CAFLMENCNYOHPASCTXVAWV
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.
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