Merrill
47yrs
Top advisor by experience in Red Bank
24yrs
Daniel Seitz
Financial advisor at Wells Fargo Advisors
Daniel Seitz is a fiduciary financial advisor in Red Bank, New Jersey, with 24 years in the industry. Daniel joined Wells Fargo Advisors in 2020, after eight years at Merrill and two years at Morgan Stanley. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 722 advisors with offices in Red Bank, and one of 670 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office331 Newman Springs Rd Building 2 2nd Floor Suite 221 [J4-Rbo], Red Bank, NJ 07701
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2012 – 2020MerrillPreviously
- Dec 2010 – Aug 2012Morgan StanleyPreviously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (732) 576-4000 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Daniel Seitz.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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