Michael Tolpa, financial advisor New York NY
90 score

Michael Tolpa

CRD Number: 5569627
Current Firm: Wells Fargo Advisors, LLC

Michael Tolpa (CRD# 5569627) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in New York, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors, LLC New York, NY Sep 2012 - Current 4
Self Employed Suffern, NY Jun 2009 - Aug 2012 3
University Of Pennsylvania Philadelphia, PA Sep 2008 - May 2009 < 1
T.rowe Price Baltimore, MD Jun 2008 - Aug 2008 < 1
University Of Pennsylvania Philadelphia, PA Sep 2007 - May 2008 < 1
Kpmg LLP Montvale, NJ Sep 1997 - Aug 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2013
Contact Info for Michael J. Tolpa
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • 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
90
Clean Record
This advisor has a clean track record with regulators.

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