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Daniel Patrick Petrey

Mestmaker & Petrey Wealth Advisors

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About Daniel Patrick Petrey

Daniel Patrick Petrey is an investment advisor representative with Mestmaker & Petrey Wealth Advisors located in Bakersfield, CA. Daniel has over 15 years of experience in the financial services industry. Daniel is a Series 7 and Series 31 licensed professional and has passed the Uniform Combined State Law Examination (Series 66). Daniel is currently registered with the state of California and Texas. In addition to his work with Mestmaker & Petrey Wealth Advisors, Daniel is a co-owner of S.U.G. INC., a real estate holding company.

Firm Information

Daniel Petrey is currently registered with Mestmaker & Petrey Wealth Advisors. Mestmaker & Petrey Wealth Advisors is an independent wealth management firm headquartered in Bakersfield, CA. The firm provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and charitable organizations. Mestmaker & Petrey Wealth Advisors manages approximately $97.9 million in regulatory assets for 455 clients.
Mestmaker & Petrey Wealth Advisors

2000 OAK STREET

BAKERSFIELD, CA 93301

$97.89M

Assets Under Management

15

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Petrey’s Registration & Firm History

CA

12/20/2021 - Present

Mestmaker & Petrey Wealth Advisors (BAKERSFIELD CA)

CA

04/02/2007 - 02/02/2009

MORGAN STANLEY & CO. INCORPORATED (BAKERSFIELD CA)

CA

07/29/2003 - 04/02/2007

MORGAN STANLEY DW INC. (BAKERSFIELD CA)

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Licenses & Designations

BOTH

Issued 08/22/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 07/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Patrick Petrey.
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