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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 2026-03-27
FL RA APPROVED 2024-01-22
PA RA APPROVED 2024-01-22
TX RA APPROVED_RES 2024-01-22
  • NJ RA
    APPROVED
    Since 2026-03-27
  • FL RA
    APPROVED
    Since 2024-01-22
  • PA RA
    APPROVED
    Since 2024-01-22
  • TX RA
    APPROVED_RES
    Since 2024-01-22

Branch Locations

Wikdwood Crest, NJ • United States

5501 Central Ave, St. Petersburg, FL 33710 • 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 Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Philadelphia PA 02/2012 01/2024
Wells Fargo Advisors Financial Network, Llc St. Petersburg FL 01/2024 Present
Previous Registrations
Other Businesses

RENTAL PROPERTY; INVESTMENT RELATED; WILDWOOD,NJ; 100% OWNERSHIP; START DATE 1/23/24; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. CIFELLI ASSET MANAGEMENT LLC, INV RELATED, ST PETERSBURG, FL, 100% OWNERSHIP, START: 1/31/24, 60 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-04
S63 Uniform Securities Agent State Law Examination 1984-07-06
  • S65 Uniform Investment Adviser Law Examination
    1996-04-04
  • S63 Uniform Securities Agent State Law Examination
    1984-07-06
Other Names
  • Michael Cifelli

View on SEC IAPD

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