Daniel A Comforti

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2020 → 01/2022
  Alamo Capital
  Walnut Creek, CA
• 09/2019 → 02/2020
  Symmetry Financial Group
  Sf, CA
• 08/2015 → 06/2019
  Arizona State
  Tempe, AZ
• 01/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Scottsdale, AZ

Other Businesses

DC SWIMFIT LLC, NOT INV RELATED, SCOTTSDALE, AZ, 100% OWNERSHIP, START 5/18/2022, 10 HOURS PER MONTH, ZERO HOURS DURING TRADING, PRIVATE SWIM LESSONS. COMFORTI CAPITAL LLC; INV RELATED; SCOTTSDALE, AZ; INVESTMENT ADVICE;100% OWNERSHIP; START DATE: 11/20/2025; 220 HRS PER MONTH; 220 HRS DURING TRADING; |

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-18
• S63 Uniform Securities Agent State Law Examination
  2020-11-16

Designations

• Certified Financial Planner

Other Names

• Danny Comforti