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Blake Valli

Wells Fargo Advisors Financial Network, LLC

Melville, NY

CRD 7611302

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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
NY RA APPROVED 2026-07-02
  • NY RA
    APPROVED
    Since 2026-07-02

Branch Locations

401 Broadhollow Rd, Melville, NY 11747 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Melville NY 07/2022 Present
Laz Parking Deerfeild FL 04/2021 06/2022
Marjory Stoneman Douglas High School Parkland FL 08/2017 03/2021
West Glades Elementray School Parkland FL 08/2014 05/2017
  • 07/2022 → Present
    Wells Fargo Advisors Financial Network, Llc
    Melville, NY
  • 04/2021 → 06/2022
    Laz Parking
    Deerfeild, FL
  • 08/2017 → 03/2021
    Marjory Stoneman Douglas High School
    Parkland, FL
  • 08/2014 → 05/2017
    West Glades Elementray School
    Parkland, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-02
  • S66 Uniform Combined State Law Examination
    2026-07-02

View on SEC IAPD

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