Wells Fargo Advisors
47yrs
Top advisor by experience in Conshohocken
19yrs
Daniel Mitchell
Financial advisor at Wells Fargo Advisors
Daniel Mitchell has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Conshohocken, Pennsylvania. After five years at RBC Capital Markets and two years at UBS Financial Services, Daniel joined Wells Fargo Advisors in 2016, 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 451 advisors with offices in Conshohocken, and one of 409 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors nationwide
Office438 Fayette St, Conshohocken, PA 19428
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 ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2011 – 2016RBC Capital Markets, LLCPreviously
- 2007 – 2009UBS Financial Services Inc.Previously
Contact Daniel
Local office(610) 828-4002Ask for Daniel. (314) 875-3000Main office · St. Louis, MO 438 Fayette StConshohocken, PA 19428Office · 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.
- 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 (610) 828-4002 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Daniel Mitchell.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2007, about 19 years. More experience than 59% of advisors nationwide.
What licenses does Daniel hold?
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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