Raymond James & Associates
47yrs
Top advisor by experience in Beachwood
30yrs
Daniel Bezik has worked in the financial industry for 30 years and is a fiduciary financial advisor based in Beachwood, Ohio. Daniel joined Wells Fargo Advisors in 2002, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 313 advisors with offices in Beachwood, and one of 235 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 14% by experience in Ohio
Office3201 Enterprise Parkway Suite 400 [Satellite], Beachwood, OH 44122
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
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
- 2002 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
Contact Daniel
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Daniel. 3201 Enterprise Parkway Suite 400 [Satellite]Beachwood, OH 44122Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.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 Bezik. Daniel works from the Beachwood, OH office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1996, about 30 years. Top 14% by experience in Ohio.
What licenses does Daniel hold?
Series 63, Series 65. 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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