Antonio Desoto, financial advisor Pepper Pike OH
88 score

Antonio Desoto

CRD Number: 6319545
Current Firm: Wells Fargo Advisors, LLC

Antonio Desoto (CRD# 6319545) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Pepper Pike, OH and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Pepper Pike, OH Apr 2015 - Current 1
Charles Schwab & Company, Inc. Richfield, OH Mar 2014 - Apr 2015 1
Severance Willoughby, OH Oct 2013 - Mar 2014 < 1
Bank Of America Beachwood, OH Jun 2006 - Oct 2013 7
Lowes Mentor, OH Sep 2012 - Jan 2013 < 1
Kongsberg Grand River, OH Nov 2011 - Aug 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Antonio Desoto
Phone Number: 314-875-3000
Registered State(s):
  • OH
  • 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
88
Clean Record
This advisor has a clean track record with regulators.

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