Morgan Stanley
47yrs
Top advisor by experience in New York
18yrs
Daniel Hackman is a fiduciary financial advisor in New York, New York, with 18 years in the industry. After three years at Wells Fargo Investments, Daniel joined Wells Fargo Advisors in 2011, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.
One of 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 65% of advisors in New York
Office767 5th Ave 33rd Floor [Y2-Rbo], New York, NY 10153
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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2008 – 2011Wells Fargo Investments, LLCPreviously
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 Wells Fargo Advisors at 314-875-3000 and ask for Daniel Hackman. Daniel works from the New York, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 18 years. More experience than 65% of advisors in New York.
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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