Daniel Kenefick Fryer

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 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

• 01/1992 → 10/2018
  #Ia Scott & Stringfellow Inc.
  Richmond, VA
• 05/1999 → 10/2018
  Scott & Stringfellow, Inc.
  Richmond, VA
• 01/2013 → 10/2018
  Bb&T Securities, Llc
  Richmond, VA
• 10/2018 → Present
  Wells Fargo Clearing Services, Llc
  Richmond, VA

Previous Registrations

• 2013-01-02 → 2018-11-01
  Bb&T Securities, Llc
  Richmond, VA
• 1992-04-06 → 2013-01-02
  Scott & Stringfellow, Llc
  Richmond, VA
  Richmond, VA

Other Businesses

TRUSTEE FOR MOTHERS TRUSTS (4), INV RELATED, RICHMOND, VA, START DATE: 10/18/18, 1 HR/MONTH, 0 HRS DURING TRADING.; POWER OF ATTORNEY FOR MOTHER, INV RELATED, ORCHARD PARK, NY, START: 7/24/2019, 1 HR/MONTH, 0 HRS DURING TRADING.; TRUSTEE FOR FATHER'S TRUST, INV RELATED, ORCHARD PARK, NY, START: 9/8/2005, 0 HRS/MONTH, 0 HRS DURING TRADING. SUMMER DUCK HOA, NOT INV RELATED, WHITE STONE, VA, PRESIDENT, START DATE: 1/1/13, 1 HRS PER MONTH, 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-01-13
• S63 Uniform Securities Agent State Law Examination
  1984-09-06