Bridget Moreno, financial advisor Berwyn PA
93 score

Bridget Moreno

CRD Number: 5471022
Current Firm: Wells Fargo Advisors, LLC

Bridget Moreno (CRD# 5471022) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Berwyn, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Anchorage, AK Jul 2012 - Current 4
Wells Fargo Bank Na Anchorage, AK Aug 2011 - Current 5
At&t Anchorage, AK Aug 2011 - Aug 2011 < 1
The Vanguard Group Inc. Malvern, PA Jan 2008 - Jul 2011 3
Boscov's Media, PA Nov 2007 - Dec 2007 < 1
Comcast Spectator, LP Philadelphia, PA Oct 2007 - Dec 2007 < 1
La Fitness Intl Havertown, PA Oct 2007 - Nov 2007 < 1
Unemployed Yeadon, PA Jun 2007 - Oct 2007 < 1
Elmira College Elmira, NY Aug 2003 - Jun 2007 3
Iceworks Skating Complex Aston, PA Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2012
S63 Uniform Securities State Law Examination Feb 2008
Contact Info for Bridget K. Moreno
Phone Number: 314-875-3000
Registered State(s):
  • PA
  • 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
93
Clean Record
This advisor has a clean track record with regulators.

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