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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
GA RA APPROVED 2025-10-22
  • GA RA
    APPROVED
    Since 2025-10-22

Branch Locations

4400 N Point Pkwy Ste 185, Alpharetta, GA 30022 • 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
Morgan Stanley Alpharetta GA 07/2023 09/2024
Penske Automotive Alpharetta GA 07/2018 06/2023
Full Time Student Woodstock GA 10/2013 05/2023
Wells Fargo Advisors Financial Network, Llc Alpharetta GA 09/2024 Present
  • 07/2023 → 09/2024
    Morgan Stanley
    Alpharetta, GA
  • 07/2018 → 06/2023
    Penske Automotive
    Alpharetta, GA
  • 10/2013 → 05/2023
    Full Time Student
    Woodstock, GA
  • 09/2024 → Present
    Alpharetta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-21
S63 Uniform Securities Agent State Law Examination 2023-11-30
  • S65 Uniform Investment Adviser Law Examination
    2025-10-21
  • S63 Uniform Securities Agent State Law Examination
    2023-11-30
Other Names
  • Matthew N Tarallo
  • Matthew Tarallo

View on SEC IAPD

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