Eric Deangelis

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Linwood, NJ
• 11/2016 → 05/2024
  Wells Fargo Clearing Services, Llc
  Linwood, NJ
• 05/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Linwood, NJ

Previous Registrations

• 2003-07-01 → 2024-05-17
  Wells Fargo Clearing Services, Llc
  Linwood, NJ
  Linwood, NJ
• 2002-06-05 → 2003-07-01
  Prudential Equity Group, Llc
  Linwood, NJ

Other Businesses

EXECUTOR FOR FATHER, INV RELATED, OCEAN VIEW, NJ, START: 5/12/2021, 4 HOURS PER MONTH, 0 HRS DURING TRADING. OCEAN CITY H.S. SOCCER BOOSTER CLUB, INV RELATED, OCEAN CITY, NJ, TREASURER, START 06/01/2023, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING, TRACKING PLAYERS FUNDRAISING, ISSUING FUNDS FOR SCHOLARSHIPS, BANQUESTS, AND MAKING DEPOSITS FROM FUNDRAISING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-10
• S63 Uniform Securities Agent State Law Examination
  1998-07-22

Other Names

• Eric John Deangelis