Mahesh Rao, financial advisor Minneapolis MN
93 score

Mahesh Rao

CRD Number: 5362470
Current Firm: Wells Fargo Advisors, LLC

Mahesh Rao (CRD# 5362470) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Minneapolis, MN and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC San Francisco, CA Jan 2011 - Current 5
Wells Fargo Bank N.a. Charlotte, NC Mar 2010 - Current 6
Wells Fargo Investments, LLC Charlotte, NC Mar 2010 - Jan 2011 < 1
Wachovia Trust Winston Salem, NC Feb 2009 - Mar 2010 1
Wachovia Capital Markets, LLC Charlotte, NC Jun 2007 - Feb 2009 1
Wachovia Trust Winston-salem, NC Mar 2003 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2007
Contact Info for Mahesh S. Rao
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
93
Clean Record
This advisor has a clean track record with regulators.

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