Best Investors Account Sign in
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
FL RA APPROVED 2022-08-23
MD RA APPROVED 2022-08-23
  • FL RA
    APPROVED
    Since 2022-08-23
  • MD RA
    APPROVED
    Since 2022-08-23

Branch Locations

Potomac, MD • United States

7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States

Disclosures

2 disclosure categories 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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Rockville MD 04/2015 11/2016
Wells Fargo Clearing Services, Llc Rockville MD 11/2016 08/2022
Wells Fargo Advisors Financial Network, Llc Bethesda MD 08/2022 Present
Previous Registrations
Other Businesses

PROSPER LLC, INV RELATED, BETHESDA, MD, 100% OWNERSHIP, START 7/7/2023, 120 HOURS PER MONTH, 100 HOURS DURING TRADING, FINET PRACTICE.| FREELANDER GP, LLC; INV RELATED; POTOMAC, MD; 90% OWNERSHIP; START 05/06/2025; 5 HOURS PER MONTH; 5 HOUR DURING TRADING; FORMED TO SELL A % TO A LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-09-29
S63 Uniform Securities Agent State Law Examination 1992-04-21
  • S65 Uniform Investment Adviser Law Examination
    2006-09-29
  • S63 Uniform Securities Agent State Law Examination
    1992-04-21
Other Names
  • Max Friedlander
  • Max Friedlander
  • Max Freelander
  • Maximilien Freelander

View on SEC IAPD

More in Potomac, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor