Financial advisor
Daniel Miller
Now at Wells Fargo FiNet · Snow Pine Private Wealth · Wayzata, MN
Transactions 1
Every recorded transaction this advisor took part in, newest first.
| Transaction | From | To | Pattern | Announced | Reported Assets |
|---|---|---|---|---|---|
| Snow Pine Private Wealth | UBS | Wells Fargo FiNet | Breakaway | March 4, 2026 | $1.7B |
Registration history
Firm registrations on FINRA BrokerCheck and SEC IAPD, newest first.
| Firm | Channel | From | To |
|---|---|---|---|
| MORGAN STANLEY | Investment adviser | July 21, 2025 | Current |
| MORGAN STANLEY | Broker-dealer | July 21, 2025 | Current |
| HARTFORD FUNDS | Investment adviser | August 3, 2023 | July 18, 2025 |
| HARTFORD FUNDS DISTRIBUTORS, LLC | Broker-dealer | August 3, 2023 | July 18, 2025 |
| AMUNDI ASSET MANAGEMENT US, INC. | Investment adviser | January 4, 2021 | July 24, 2023 |
| AMUNDI PIONEER INSTITUTIONAL ASSET MANAGEMENT, INC. | Investment adviser | May 12, 2015 | December 31, 2020 |
| AMUNDI DISTRIBUTOR US, INC. | Broker-dealer | May 7, 2015 | July 24, 2023 |
| HARTFORD FUNDS MANAGEMENT COMPANY, LLC | Investment adviser | January 23, 2015 | May 6, 2015 |
| HARTFORD FUNDS MANAGEMENT COMPANY, LLC | Investment adviser | April 25, 2014 | December 31, 2014 |
| HARTFORD FUNDS DISTRIBUTORS, LLC | Broker-dealer | January 8, 2014 | May 6, 2015 |
| R. SEELAUS & CO.,INC. | Broker-dealer | April 11, 2013 | June 25, 2013 |
| LPL FINANCIAL LLC | Broker-dealer | January 23, 2013 | April 5, 2013 |
| SECURITIES AMERICA ADVISORS, INC. | Investment adviser | September 5, 2008 | February 19, 2009 |
| SECURITIES AMERICA, INC. | Broker-dealer | March 26, 2008 | February 19, 2009 |
Published record as of October 31, 2026. Registration dates are FINRA BrokerCheck and SEC IAPD registrations at the destination, not proof that client assets transferred. See the methodology.