LPL Financial
36yrs
Top advisor by experience in San Carlos
30yrs
Daniel Leder
Financial advisor at Wells Fargo Advisors
Based in San Carlos, California, Daniel Leder is a fiduciary financial advisor with 30 years of industry experience. Daniel has been with Wells Fargo Advisors since 2024; before that, Daniel spent five years at J.P. Morgan Securities and less than a year at Pruco Securities. 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 35 advisors with offices in San Carlos, and one of 29 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office632 Laurel St, San Carlos, CA 94070
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
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2018 – 2024J.P. Morgan Securities LLCPreviously
- Feb 2003 – Jul 2003Pruco Securities, LLC.Previously
- May 2002 – Jan 2003Pgim Investments LLCPreviously
Contact Daniel
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Daniel. 632 Laurel StSan Carlos, CA 94070Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Wells Fargo Advisors at (314) 875-3000 and ask for Daniel Leder. Daniel works from the San Carlos, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
What licenses does Daniel hold?
Series 63, Series 65, 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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