Sharon A Croenlein

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

• 11/2000 → 04/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Raleigh, NC
• 02/2011 → 04/2021
  Bank Of America N.A.
  Raleigh, NC
• 04/2021 → Present
  Wells Fargo Advisors Financial Network, Llc
  Melbourne, FL

Previous Registrations

• 2005-03-22 → 2021-04-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jericho, NY
  Raleigh, NC
  Melville, NY
  Rockledge, FL

Other Businesses

SWISS TOOL CRAFT, LLC; INV RELATED; COCOA,FL; MACHINE SHOP - METAL WORKING;51% OWNERSHIP; START DATE: 12/01/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING; |

Exams

• S66 Uniform Combined State Law Examination
  2005-03-21
• S63 Uniform Securities Agent State Law Examination
  1999-06-09

Other Names

• Sharon Anne Rugg
• Sharon R Duban
• Sharon Rugg Duban
• Sharon A Croenlein
• Sharon Anne Croenlein