Best Investors
Account
Sign in
Best Investors
Account
Sign in
Wells Fargo Advisors Financial Network, LLC CRD 11025
$252B regulatory AUM 2,990 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-20 |
| NJ | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED_RES | 2026-01-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | New York | NY | 08/2014 | 01/2026 |
| Wells Fargo Advisors Financial Network, Llc | New York | NY | 01/2026 | Present |
MAC D VENTURES, LLC; INV RELATED;HOBOKEN,NJ; 100% OWNERSHIP; START DATE: 03/18/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-12 |
| S66 | Uniform Combined State Law Examination | 2015-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-10 |
Reach out to this advisor