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John William Rizzo

Wells Fargo Advisors Financial Network, LLC

Melville , NY

CRD 7066320

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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:

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
NY RA APPROVED 2026-05-11
TX RA APPROVED 2026-05-11
  • NY RA
    APPROVED
    Since 2026-05-11
  • TX RA
    APPROVED
    Since 2026-05-11

Branch Locations

175 Broadhollow Road Suite 120, Melville , NY 11747 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Melville NY 01/2019 05/2026
Suny Cortland Cortland NY 08/2016 05/2018
Cjr Trucking Inc. Old Bethpage NY 01/2016 01/2019
Wells Fargo Advisors Financial Network, Llc Melville NY 05/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-09
  • S66 Uniform Combined State Law Examination
    2019-05-09
Designations
  • Certified Financial Planner
Other Names
  • John Rizzo

View on SEC IAPD

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