Nicholas Bero

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

• 08/2019 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake Village, CA
• 08/2015 → 07/2017
  Ventrua College
  Ventura, CA
• 09/2017 → 06/2019
  California State University San Bernardino
  San Bernardino, CA
• 09/2019 → 06/2022
  Bank Of America, N.A.
  Westlake Village, CA
• 06/2022 → 10/2022
  Fidelity Investments
  Westlake, TX
• 10/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Long Beach, CA

Previous Registrations

• 2022-07-11 → 2022-10-16
  Fidelity Personal And Workplace Advisors
  Ventura, CA
• 2019-11-26 → 2022-06-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Westlake Village, CA
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2019-11-25

Other Names

• Nick Bero
• Nicholas Bero
• Nicholas John Bero