Joseph D Ilg

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

• 08/2014 → 05/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY
• 01/2015 → 05/2026
  Bank Of America, N.A.
  Melville, NY
• 05/2026 → Present
  Wells Fargo Advisors Financial Network, Llc
  Melville, NY

Previous Registrations

• 2015-01-06 → 2026-05-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Melville, NY

Exams

• S66 Uniform Combined State Law Examination
  2014-10-20
• S63 Uniform Securities Agent State Law Examination
  2012-08-06

Designations

• Certified Financial Planner

Other Names

• Joseph David Ilg
• Joseph David Ilg