Daniel Stanley Derisio

CRD 1808153 · Wells Fargo Advisors · Bethesda, MD

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (10): District Of Columbia · Florida · Hawaii · Maryland · New Jersey · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Years in the industry (source record): 38
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1808153 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (15)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Bethesda, MD · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Bethesda, MD · BC capacity

start not retrieved → present
Morgan Stanley
Bethesda, MD · IA capacity

Aug 17, 2017 → Nov 29, 2024
Morgan Stanley
Bethesda, MD · BC capacity

Aug 17, 2017 → Nov 29, 2024
Oppenheimer & Co. Inc.
Washington, DC · IA capacity

Nov 19, 2007 → Sep 2, 2008
Oppenheimer & Co. Inc.
Washington, DC · BC capacity

Jan 3, 2003 → Sep 2, 2008
Oppenheimer Asset Management
New York, NY · IA capacity

Apr 15, 2003 → Apr 21, 2008
Cibc World Markets Corp.
New York, NY · IA capacity

Jul 12, 2000 → Jan 3, 2003
Cibc World Markets Corp.
New York, NY · BC capacity

Feb 24, 2000 → Jan 3, 2003
Scott & Stringfellow, Inc.
Richmond, VA · BC capacity

May 5, 1999 → Feb 23, 2000
Scott & Stringfellow, Inc.
Richmond, VA · BC capacity

Jan 15, 1996 → May 5, 1999
Legg Mason Wood Walker, Incorporated
Baltimore, MD · BC capacity

Sep 1, 1993 → Jan 1, 1996
Moors & Cabot, Inc.
Boston, MA · BC capacity

Jul 18, 1991 → Sep 7, 1993
Capital Resources, Inc.
Rockville, MD · BC capacity

Feb 7, 1991 → Jul 10, 1991
Merrill Lynch, Pierce, Fenner & Smith Incorporated
New York, NY · BC capacity

Apr 19, 1988 → Jan 30, 1991

Source & corrections

Where this page comes from

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