Luciano Dela Cruz, financial advisor New City NY

Luciano Dela Cruz

CRD Number: 4441091
Current Firm: Wells Fargo Advisors Financial Network, LLC

Luciano Dela Cruz (CRD# 4441091) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in New City, NY and has over 17 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC New City, NY Jun 2022 - Current 1
Wells Fargo Clearing Services, LLC New City, NY Nov 2016 - Jun 2022 5
Wells Fargo Advisors LLC New City, NY May 2011 - Nov 2016 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2006
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Luciano Dela Cruz
Phone Number: 314-875-3000
Firm Website: https://stories.wf.com/
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    103,107
    MILLIONS
  • Total Number of Accounts
    267,333
    ACCOUNTS
  • Average Account Value
    $385,689
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, WY

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