Wells Fargo Advisors
43yrs
Top advisor by experience in Bohemia
18yrs
Daniel Burns
Financial advisor at Wells Fargo Advisors
Daniel Burns has worked in the financial industry for 18 years and is a financial advisor based in Bohemia, New York. Daniel has been with Wells Fargo Advisors since 2022. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 57% of advisors in New York
Office630 Johnson Ave Suite 103, Bohemia, NY 11716
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.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- Jul 2021 – Mar 2022Wells Fargo Clearing Services, LLCPreviously
Contact Daniel
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Daniel. 630 Johnson Ave Suite 103Bohemia, NY 11716Office · 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.
- 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 Burns. Daniel works from the Bohemia, NY office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 18 years. More experience than 57% of advisors in New York.
What licenses does Daniel hold?
Series 63. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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