Gary Anello

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Collegeville, PA
• 11/2016 → 01/2024
  Wells Fargo Clearing Services, Llc
  Collegeville, PA
• 01/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Conshohocken, PA

Previous Registrations

• 2016-09-06 → 2024-01-16
  Wells Fargo Clearing Services, Llc
  Collegeville, PA
  Chesterbrook, PA
  Chesterbrook, PA
  Collegeville, PA

Other Businesses

OAK WEALTH MANAGEMENT LLC; INV. RELATED; CONSHOHOCKEN, PA; 33.33% OWNERSHIP; FINET PRACTICE; START DATE: 6/1/2023; 160 HRS PER MONTH; 160 HRS DURING TRADING; DUTIES: MANAGING PARTNER. OWM2 INC., INV RELATED, CONSHOHOCKEN, PA, 100% OWNERSHIP, START: 12/14/2023, 160 HOURS A MONTH, 160 HOURS DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR OAK WEALTH MANAGEMENT 401K PSP, INV RELATED, CONSHOHOCKEN, PA, START: 12/21/2023, 1 HOUR A MONTH, 1 HOUR DURING TRADING, FINET PRACTICE 401K PSP.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-07
• S63 Uniform Securities Agent State Law Examination
  1996-01-16

Other Names

• Gary Anthony Anello
• Gary Anthony Anello