David Stachowiak, financial advisor Evanston IL
83 score

David Stachowiak

CRD Number: 4534417
Current Firm: Wells Fargo Advisors, LLC

David Stachowiak (CRD# 4534417) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Evanston, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC Chicago, IL Apr 2012 - Current 4
U.s. Bancorp Investments, Inc. Oak Park, IL Dec 2008 - Apr 2012 3
David A. Noyes & Company Chicago, IL Oct 2008 - Dec 2008 < 1
Chicago Investment Group Chicago, IL Dec 2007 - Oct 2008 < 1
Cco Investment Services Corp Lombard, IL Mar 2007 - Dec 2007 < 1
Chase Investment Services Corp. Arlington Heights, IL May 2003 - Feb 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2002
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for David A. Stachowiak
Phone Number: 314-875-3000
Registered State(s):
  • IL
  • 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
83

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