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Steven Victor

Wells Fargo Advisors Financial Network, LLC

Walnut Creek, CA

St. Louis, MO

Wells Fargo Clearing Services, LLC

Walnut Creek, CA

San Francisco, CA

Walnut Creek, CA

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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-06
  • CA RA
    APPROVED
    Since 2026-04-06

Branch Locations

2033 N Main St Ste 800, Walnut Creek, CA 94596 • United States

One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES

Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-11-01
  • CA RA
    APPROVED
    Since 2022-11-01

Branch Locations

2033 N Main St Ste 800, Walnut Creek, CA 94596 • United States

555 California St 24Th Fl, San Francisco, CA 94104 • United States

Walnut Creek, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citigroup Global Markets Inc. San Francisco CA 05/2007 12/2019
Morgan Stanley San Francisc CA 06/2020 10/2022
Unemployed Walnut Creek CA 12/2019 06/2020
Wells Fargo Clearing Services, Llc San Francisco CA 10/2022 Present
Wells Fargo Advisors Financial Network Walnut Creek CA 04/2026 Present
Previous Registrations
  • 2020-06-19 → 2022-11-01
    Morgan Stanley
    San Francisco, CA
    San Francisco, CA
  • 2007-05-29 → 2019-12-18
    Citigroup Global Markets Inc.
    San Francisco, CA
    San Francisco, CA
    San Francisco, CA
  • 2005-08-16 → 2007-05-29
    Citicorp Investment Services
    San Francisco, CA
    Fresno, CA
Other Businesses

POWER OF ATTORNEY FOR FATHER, INV RELATED, SAN FRANCISCO, CA, START: 2/1/2023, 1 HOUR A MONTH, 0 HOURS DURING TRADING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-07
S63 Uniform Securities Agent State Law Examination 1988-09-09
  • S65 Uniform Investment Adviser Law Examination
    2004-12-07
  • S63 Uniform Securities Agent State Law Examination
    1988-09-09
Other Names
  • Steven Gerard Victor

View on SEC IAPD

Other Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
SAVANT WEALTH MANAGEMENT
ONE CAPITAL MANAGEMENT, LLC
ROCKEFELLER FINANCIAL LLC
OSAIC WEALTH, INC.

Other Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL
Sydney Irene Kovacs
DAVID ANTHONY ESPINEIRA
BENJAMIN ROSS PETERS
Annie Claire Klopstock
Alex Kyle Soderberg

Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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