Michael TretheweyCRD Number: 2964914
Current Firm: Wells Fargo Clearing Services, LLC
Michael Trethewey (CRD# 2964914) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Boston, MA and has over 24 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Wells Fargo Clearing Services LLC||Boston, MA||Jun 2018 - Current||4|
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Jun 2018||3|
|Morgan Stanley Smith Barney||Boston, MA||Jun 2009 - Jun 2018||9|
|Morgan Stanley & Company, Incorporated||Boston, MA||Jan 2008 - Jun 2018||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 1997|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management647,796MILLIONS
Total Number of Accounts1,477,661ACCOUNTS
Average Account Value$438,393
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, WY
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