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Daniel Luddy | Financial Advisor

Profile img for Daniel Luddy, financial advisor at Wells Fargo Advisors
Newport Beach, CA
Daniel Luddy
Financial Advisor
Financial Advisor at
Wells Fargo Advisors

Verified Identity

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Allow Me to Introduce Myself
Dan began his financial services career as a broker with Fidelity. In 2002, he joined the Wealth Management Group at Wells Fargo Investments, the predecessor of Wells Fargo Advisors. At Wells Fargo, Dan focuses on offering an exceedingly high level of service to clients at every level of their financial needs. Dan earned a bachelor’s degree of science in Financial Economics from Southern Methodist University. He holds FINRA securities registrations Series 7, 63, and 65. In his free time, Dan enjoys cooking on his barbeque and spending time with his family. He lives with his wife and two sons in south county.
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Specialties and Expertise

5
Ultra High Net Worth Planning
High Net Worth Planning
Retirement Income
College Planning
Tax Minimization Investment Strategies

Clientele

7
Business Owners
1st Generation Americans
Dentists
Entrepreneurs
Retirees
Wealthy Families
Teachers

Education

1
Southern Methodist UniversityBS in Financial EconomicsYear Obtained: 2000
Quick Facts About Daniel
Years of Experience:23 yearsMember since:2025Average Account Size:$2,000,000Number of clients:200

Services Provided

How I help my clients

Investment Management

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Investment Planning

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Insurance

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Retirement Planning

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Pricing Models

Fees and Commissions Information

Proof of License

BrokerCheck
SEC Profile
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Newport Beach, CA
Daniel Luddy
Financial Advisor
Financial Advisor at
Wells Fargo Advisors
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Advisor Disclosure
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Member FINRA/SIPC.
Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile last updated: 05-18-2025
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