Daniel Leder

CRD 2760674 · Wells Fargo Advisors · San Carlos, CA

IA RegisteredBroker

Also appears in the source record as: Daniel George Leder; Daniel Leder

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 66Series 65Series 63
Registered states (5): California · Hawaii · Nevada · Ohio · Pennsylvania
Years in the industry (source record): 26
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (14)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
San Carlos, CA · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
San Carlos, CA · BC capacity

start not retrieved → present
J.P. Morgan Securities LLC
San Carlos, CA · IA capacity

Oct 15, 2018 → Jan 27, 2024
J.P. Morgan Securities LLC
San Carlos, CA · BC capacity

Aug 27, 2018 → Jan 27, 2024
Equinox Group Distributors, LLC
New York, NY · BC capacity

Feb 12, 2013 → Oct 13, 2016
Patrick Capital Markets, LLC
Trabuco Canyon, CA · BC capacity

Oct 29, 2012 → Feb 5, 2013
Pacific Select Distributors, Inc.
Newport Beach, CA · BC capacity

Oct 9, 2003 → Aug 9, 2012
Prudential Financial Planning Services
San Francisco, CA · IA capacity

Feb 10, 2003 → Jul 10, 2003
Pruco Securities Corporation
Newark, NJ · BC capacity

Dec 20, 2002 → Jul 10, 2003
Prudential Investments LLC
San Francisco, CA · IA capacity

May 24, 2002 → Jan 30, 2003
Prudential Investment Management Services LLC
Newark, NJ · BC capacity

Oct 16, 1998 → Jan 8, 2003
Tiaa-Cref Individual & Institutional Services, Inc.
New York, NY · BC capacity

Feb 5, 1998 → Sep 16, 1998
Smith Barney Inc.
New York, NY · BC capacity

Sep 11, 1996 → Nov 13, 1996
Sterling Foster & Company, Inc.
Uniondale, NY · BC capacity

Jul 8, 1996 → Aug 14, 1996

Source & corrections

Where this page comes from

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