Savannah Petronis, financial advisor Arlington TX
88 score

Savannah Petronis

CRD Number: 6312796
Current Firm: Wells Fargo Advisors, LLC

Savannah Petronis (CRD# 6312796) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Arlington, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Arlington, TX Mar 2014 - Current 2
Unemployed Fort Worth, TX May 2013 - Mar 2014 < 1
Southern Methodist University - Mba Program Dallas, TX Aug 2011 - May 2013 1
United Technologies Corporation - Otis Elevator Company Houston &amp; Grand Prairie, TX Jul 2009 - Aug 2011 2
Caterpillar, Inc. Houston, TX May 2008 - Jul 2009 1
The University Of Texas At Austin Austin, TX Aug 2004 - May 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Savannah J. Petronis
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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