Hermitage Advisors
47yrs
Top advisor by experience in Danville
12yrs
Milad Javaherian
Financial advisor at Wells Fargo Advisors
Milad Javaherian has worked in the financial industry for 12 years and is a fiduciary financial advisor based in Danville, California. Milad has been with Wells Fargo Advisors since 2024; before that, Milad 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 176 advisors with offices in Danville, and one of 155 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office3402 Camino Tassajara, Danville, CA 94506
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.
Career
- Oct 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2017 – 2024Morgan StanleyPreviously
Contact Milad
Local office(925) 648-6200Ask for Milad. (314) 875-3000Main office · St. Louis, MO 3402 Camino TassajaraDanville, CA 94506Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Milad
Tailored to Milad’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 Milad
How do I contact Milad?
Call Milad’s local office at (925) 648-6200 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Milad Javaherian.
How long has Milad been a financial advisor?
Milad has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Milad hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Milad a fiduciary?
Milad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Milad paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Milad 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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