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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
NJ RA APPROVED 2025-07-22
TX RA APPROVED 2025-07-22
  • NJ RA
    APPROVED
    Since 2025-07-22
  • TX RA
    APPROVED
    Since 2025-07-22

Branch Locations

2200 Fletcher Ave Suite 701, Fort Lee, NJ 07024 • United States

Disclosures

1 disclosure category 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Morgan Stanley Paramus NJ 06/2022 07/2025
Threebs Llc Teaneck NJ 08/2020 01/2022
Doc Pickle Llc Little Falls NJ 05/2020 08/2020
Freepoint Commodities Llc Stamford CT 05/2019 09/2019
Walnut Court Capital Ridgefield Park NJ 06/2018 07/2018
Extended Travel Mevaseret Tzion 08/2015 09/2016
Rutgers University New Brunswick NJ 09/2016 08/2020
Unemployed Teaneck NJ 01/2022 06/2022
Morgan Stanley Private Bank, N.A New York NY 12/2022 07/2025
Wells Fargo Advisors Financial Network, Llc Hackensack NJ 07/2025 Present
  • 06/2022 → 07/2025
    Paramus, NJ
  • 08/2020 → 01/2022
    Threebs Llc
    Teaneck, NJ
  • 05/2020 → 08/2020
    Doc Pickle Llc
    Little Falls, NJ
  • 05/2019 → 09/2019
    Freepoint Commodities Llc
    Stamford, CT
  • 06/2018 → 07/2018
    Walnut Court Capital
    Ridgefield Park, NJ
  • 08/2015 → 09/2016
    Extended Travel
    Mevaseret Tzion
  • 09/2016 → 08/2020
    Rutgers University
    New Brunswick, NJ
  • 01/2022 → 06/2022
    Unemployed
    Teaneck, NJ
  • 12/2022 → 07/2025
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 07/2025 → Present
    Hackensack, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-26
  • S66 Uniform Combined State Law Examination
    2022-08-26
Other Names
  • Tomer D Mizrahi

View on SEC IAPD

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