Adam Hecht

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Providence, RI
• 11/2016 → 11/2025
  Wells Fargo Clearing Services, Llc
  Providence, RI
• 11/2025 → Present
  Wells Fargo Advisors Financial Network, Llc
  Providence, RI

Previous Registrations

• 2011-01-05 → 2025-11-13
  Wells Fargo Clearing Services, Llc
  Providence, RI
  Savannah, GA
  Savannah, GA
  Stuart, FL
  Savannah, GA
  Savannah, GA
  Providence, RI
  Providence, RI
• 2009-06-01 → 2011-01-12
  Morgan Stanley
  Providence, RI
• 2007-04-02 → 2009-06-01
  Morgan Stanley & Co. Llc
  Providence, RI
• 2001-09-04 → 2007-04-02
  Morgan Stanley Dw Inc.
  Providence, RI
  Providence, RI

Other Businesses

COMMERCIAL PROPERTY; INV RELATED; EAST PROVIDENCE, RI; 50% OWNERSHIP; START DATE 05/05/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2000-12-08

Designations

• Certified Financial Planner