Best Investors Account Sign in

Theodore Mack

Wells Fargo Advisors Financial Network, LLC

Wayne, PA

CRD 3194713

Claim This Profile
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
PA RA APPROVED 2025-06-18
TX RA APPROVED 2025-06-18
  • PA RA
    APPROVED
    Since 2025-06-18
  • TX RA
    APPROVED
    Since 2025-06-18

Branch Locations

229 West Wayne Avenue, Wayne, PA 19087 • 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
Bucks County Youth Center Doylestown PA 09/1998 Present
Wells Fargo Advisors Llc Philadelphia PA 05/2009 11/2016
Wells Fargo Clearing Services, Llc Philadelphia PA 11/2016 06/2025
Wells Fargo Advisors Financial Network, Llc Wayne PA 06/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-04-15
S63 Uniform Securities Agent State Law Examination 1999-04-09
  • S65 Uniform Investment Adviser Law Examination
    1999-04-15
  • S63 Uniform Securities Agent State Law Examination
    1999-04-09
Designations
  • Certified Financial Planner
Other Names
  • Ted Mack
  • Theo Mack
  • Theodore Edwin Mack

View on SEC IAPD

Nearby Firms

ADDIS & HILL, INCORPORATED
CHARLES SCHWAB & CO., INC.
PNC WEALTH MANAGEMENT LLC

Nearby Investors

JUSTIN J HILL
Kelly F Bashore
KENT RUSSELL ADDIS

Nearby Offices

ADDIS & HILL, INCORPORATED · WAYNE, PA
CHARLES SCHWAB & CO., INC. · Wayne, PA
PNC WEALTH MANAGEMENT LLC · Wayne, PA

More in Wayne, PA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor