Wells Fargo Advisors
46yrs
Top advisor by experience in Portsmouth
8yrs
Daniel Lyons has worked in the financial industry for 8 years and is a fiduciary financial advisor based in Portsmouth, New Hampshire. Daniel has been with Wells Fargo Advisors since 2026; before that, Daniel spent seven years at Morgan Stanley. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 342 advisors with offices in Portsmouth, and one of 313 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1 Harbour Pl Suite 300, Portsmouth, NH 03801
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 ?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 66Uniform Combined State Law Examination
Career
- Feb 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2018 – 2026Morgan StanleyPreviously
Contact Daniel
Local office(603) 334-4000Ask for Daniel. (314) 875-3000Main office · St. Louis, MO 1 Harbour Pl Suite 300Portsmouth, NH 03801Office · Get directions Firm websitewww.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 (603) 334-4000 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Daniel Lyons.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2018, about 8 years. 8 years in the industry.
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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