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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 2025-12-10
NJ RA APPROVED 2025-07-22
TX RA APPROVED 2025-07-22
  • NY RA
    APPROVED
    Since 2025-12-10
  • 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

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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Vcp Financial Llc New York NY 10/2021 09/2023
Rae Kushner Yeshiva High School Livingston NJ 09/2015 07/2019
College Of Staten Island New York NY 09/2019 Present
Morgan Stanley Paramus NJ 10/2023 07/2025
Morgan Stanley Private Bank, N.A New York NY 12/2023 07/2025
Wells Fargo Advisors Financial Network, Llc Hackensack NJ 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-29
S65 Uniform Investment Adviser Law Examination 2023-02-13
  • S66 Uniform Combined State Law Examination
    2023-09-29
  • S65 Uniform Investment Adviser Law Examination
    2023-02-13

View on SEC IAPD

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