Raymond James & Associates
47yrs
Top advisor by experience in Wellesley
22yrs
Based in Wellesley, Massachusetts, Daniel Wallach is a fiduciary financial advisor with 22 years of industry experience. Daniel has been with LPL Financial since 2010; before that, Daniel spent six years at Ameriprise Financial Services. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 446 advisors with offices in Wellesley, and one of 393 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 67% of advisors nationwide
Office888 Worcester St, Suite 30, Wellesley, MA 02482
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther 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
- 2010 – nowLPL Financial LLCCurrent firm
- 2004 – 2010Ameriprise Financial Services, LLCPreviously
Contact Daniel
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Daniel. 888 Worcester St, Suite 30Wellesley, MA 02482Office · Get directions Facebook pageLPL Financial
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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?
- 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 LPL Financial at (704) 733-3300 and ask for Daniel Wallach. Daniel works from the Wellesley, MA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2004, about 22 years. More experience than 67% 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?
LPL Financial 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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