Daniel Wagner

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2015 → 03/2017
  Metlife Securities, Inc
  New York, NY
• 03/2017 → 07/2020
  Mml Investors Services, Llc
  Wellesley, MA
• 07/2016 → 07/2020
  Massmutual Life Insurance Co
  Wellesley, MA
• 07/2020 → 03/2025
  Commonwealth Financial Network
  Waltham, MA
• 07/2020 → 09/2024
  Boston Wealth Strategies
  Needham, MA
• 09/2024 → 03/2025
  Commonwealth Financial Network
  Natick, MA
• 02/2025 → Present
  Kestra Investment Services, Llc
  Norwell, MA
• 02/2025 → Present
  Kestra Advisory Services, Llc
  Norwell, MA

Previous Registrations

• 2020-07-27 → 2025-02-11
  Commonwealth Financial Network
  Needham, MA
  Nashua, NH
• 2015-03-02 → 2016-12-31
  Msi Financial Services, Inc.
  Boston, MA
  Wellesley, MA
• 2015-06-16 → 2016-07-28
  Mariner
  Wellesley, MA
  Overland Park,, KS
• 2011-11-16 → 2015-03-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wellesley Hills, MA

Other Businesses

Bus Name: NFP CORPORATE SERVICES, INC. POSITION: Sr, Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 02/20/2025 ADDRESS: 340 Madison Ave., 20th Fl., New York NY 10173, United States DESCRIPTION: Investment reviews of corporate retirement plans

Exams

• S66 Uniform Combined State Law Examination
  2011-11-15
• S63 Uniform Securities Agent State Law Examination
  2004-04-02

Other Names

• Daniel Matthew Wagner
• Daniel Matthew Wagner
• Daniel M Wagner
• Dan Wagner