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Wells Fargo Advisors Financial Network, LLC CRD 11025
$252B regulatory AUM 2,990 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-28 |
Branch Locations
68 S Service Rd, Ste 200, Melville, NY 11747 • United States
One North Jefferson Avenue H0004-05C, St. Louis, MO 63103 • UNITED STATES
One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-02-22 |
| TX | RA | APPROVED | 2023-02-22 |
Branch Locations
68 S Service Rd Ste 200, Melville, NY 11747 • United States
Hicksville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network | Melville | NY | 05/2026 | Present |
| Wells Fargo Clearing Services Llc | Melville | NY | 02/2017 | 08/2022 |
| Unemployed | Hickville | NY | 05/2016 | 02/2017 |
| Morgan Stanley | Garden City | NY | 08/2022 | 02/2023 |
| Wells Fargo Clearing Services, Llc | Albany | NY | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-14 |
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