Merrill
47yrs
Top advisor by experience in Bakersfield
23yrs
Daniel Petrey
Full name on record: Daniel Patrick Petrey
Financial advisor at Mestmaker & Petrey Wealth Advisors
Based in Bakersfield, California, Daniel Petrey is a fiduciary financial advisor with 23 years of industry experience. Daniel has been with Mestmaker & Petrey Wealth Advisors since 2016; before that, Daniel spent two years at Morgan Stanley & Co. and four years at Morgan Stanley DW. Mestmaker & Petrey Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 170 advisors with offices in Bakersfield, and one of 154 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office2000 Oak Street Suite 100, Bakersfield, CA 93301
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$372,989
Advisors at the firm3
States licensed ?2 states
Services through Mestmaker & Petrey Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingNewsletters and publicationsEducational seminars and workshops
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 – nowMestmaker & Petrey Wealth AdvisorsCurrent firm
- 2009 – 2015Mestmaker & Petrey Wealth AdvisorsPreviously
- Apr 2007 – Feb 2009Morgan Stanley & Co. LLCPreviously
- 2003 – 2007Morgan Stanley DW Inc.Previously
Contact Daniel
(661) 395-9400Mestmaker & Petrey Wealth Advisors main office 2000 Oak Street Suite 100Bakersfield, CA 93301Office · Get directions
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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 Mestmaker & Petrey Wealth Advisors at (661) 395-9400 and ask for Daniel Petrey. Daniel works from the Bakersfield, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2003, about 23 years. More experience than 68% 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?
Mestmaker & Petrey Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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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