Daniel Glenn Freed

CRD 4131312 · Wells Fargo Advisors · Venice, FL

IA RegisteredBroker

Also appears in the source record as: Dan Freed

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 7Series 10Series 9Series 24Series 65Series 63
Registered states (29): Alabama · Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Indiana · Iowa · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Vermont · Virginia · Wisconsin
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 (12)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Venice, FL · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Venice, FL · BC capacity

start not retrieved → present
Southwestern Investment Advisory Services, Inc.
Bradenton, FL · IA capacity

Apr 19, 2017 → Jun 11, 2018
Raymond James Financial Services, Inc.
Franklin, TN · BC capacity

Mar 18, 2011 → Jun 11, 2018
Raymond James Financial Services Advisors, Inc
Franklin, TN · IA capacity

Jun 6, 2011 → Dec 20, 2016
Morgan Keegan & Company, Inc.
Sarasota, FL · IA capacity

Dec 9, 2004 → Mar 10, 2011
Morgan Keegan & Company, Inc.
Sarasota, FL · BC capacity

Dec 1, 2004 → Mar 10, 2011
Bb&t Investment Services, Inc.
Venice, FL · IA capacity

Mar 27, 2003 → Nov 30, 2004
Bb&t Investment Services, Inc.
Charlotte, NC · BC capacity

Mar 19, 2003 → Nov 30, 2004
Suntrust Securities, Inc.
Bradenton, FL · IA capacity

Feb 20, 2002 → Mar 14, 2003
Suntrust Securities, Inc.
Atlanta, GA · BC capacity

Feb 16, 2002 → Mar 14, 2003
The Huntington Investment Company
Columbus, OH · BC capacity

Mar 29, 2000 → Feb 16, 2002

Source & corrections

Where this page comes from

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