Daniel Petrey has been Chief Compliance Officer of Mpwa since January 2009, is a control person of the firm and directly owns between 50% and 75% of it. Daniel Petrey holds an Associate of Arts from Taft College, a Bachelor of Science from California State University, Bakersfield and a Master of Business Administration from California State University, Bakersfield.
Mpwa, Inc. is a Bakersfield, CA firm with $141M under management, 363 clients and 3 advisers across 2 offices, as of its April 2026 filing.
Daniel Petrey is Owner and Chief Financial Officer of Mestmaker & Petrey Wealth Advisors, Inc. He taught in Bakersfield for many years and owned various businesses before earning an MBA. He then served as a Financial Advisor at Morgan Stanley and co-founded Mestmaker & Petrey Wealth Advisors, Inc. with Jeffrey K. Mestmaker.
Daniel Petrey’s longest registration is the current one, 17 years at Mpwa since 2009. Before joining Mpwa in 2016, Daniel Petrey was registered through Morgan Stanley & Co. Incorporated and Morgan Stanley.
- – present · 17 yearsBakersfield, CA · Adviser representative · Firm CRD 148484
- Morgan Stanley & Co. Incorporated– · 1 yearBakersfield, CA · Adviser representative · Firm CRD 8209
- Morgan Stanley– · 3 yearsBakersfield, CA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Daniel Petrey is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2016; the most recent is Texas, in December 2021.
- CaliforniaSince 19 January 2016
- TexasResidentSince 20 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 5 September 2003 |
| Series 66 | Uniform Combined State Law Examination | 22 August 2003 |
| Series 7 | General Securities Representative Examination | 28 July 2003 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Patrick Petrey
- CRD
- 4677644
- Firm
- Mpwa · CRD 148484
- Role
- Chief Compliance Officer
- Office
- 2000 OAK STREET, SUITE 100, Bakersfield, CA 93301
- Registration
- Investment adviser registration
- In the industry since
- September 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mpwealthadvisors.com
Where does Daniel Petrey work?
Daniel Petrey has been Chief Compliance Officer of Mpwa, Inc. since January 2009, and is a control person of the firm.
Is Daniel Petrey a financial advisor?
Yes. Daniel Petrey has a current investment-adviser registration in California and Texas, through Mpwa since January 2016.
How many years of experience does Daniel Petrey have?
Daniel Petrey has 23 years in the financial industry, since September 2003, across 3 adviser firms.
What exams has Daniel Petrey passed?
Daniel Petrey has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in July 2003.
Where did Daniel Petrey work before Mpwa?
Before Mpwa, Daniel Petrey was registered through Morgan Stanley & Co. Incorporated, April 2007 to February 2009; Morgan Stanley, August 2003 to April 2007.
Where is Daniel Petrey based?
Daniel Petrey’s registered office is in Bakersfield, CA.
Is Daniel Petrey registered with FINRA?
No. Daniel Petrey has no current broker registration.
How can I verify Daniel Petrey’s record?
Search CRD 4677644 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Petrey’s full registration record.
