Center Street Capital Advisors (CSCA) has been one of the fastest growing practices at Wells Fargo Advisor’s Financial Network (FiNet) and become one of its largest in less than three-years of business. Given this remarkable growth, the team is proud to announce the addition of Daniel Adler as Director of Compliance and Supervision. In this role, Daniel will help our team and clients mitigate risk and seek to ensure compliance with industry rules and regulations.
Daniel joins from Wells Fargo Advisors where he spent 13 years in various roles within compliance and supervision. As a former regional supervisor within FiNet, Daniel is well-versed and familiar with the independent framework and navigating the changing regulatory landscape.
“To have someone of Daniel’s caliber and pedigree join our practice is a tremendous victory for Center Street. Having worked together in the past, we know the value he brings to the team which is a competitive advantage. We could not be happier to have him join,” said Mark Klein, CEO.
Daniel will partner closely with Center Street team members and be hands-on to help ensure needs are being met. As products change and rules evolve, Daniel will be proactive in his engagements and play a leading role throughout the organization.
“This is a dream scenario, where I am able to parlay my experience and work alongside what I think are some of the best people in the business. Having spent as much time as I did supporting different practices, Center Street has remained at the top of my wish-list to one day join. I’m eager, excited and grateful for the opportunity to add value and work with this team,” said Adler.
In January of this year, CSCA opened its fourth office in Cary, NC with plans for additional locations later in the year. More recently, a team of 3 Financial Advisors and two Client Associates joined the group in Chatham, NJ.
If you want to learn more about affiliation options in one of our existing locations or work with us somewhere new, please reach out and connect.
