Erika Luczynski, financial advisor Portsmouth NH
93 score

Erika Luczynski

CRD Number: 5422227
Current Firm: Wells Fargo Advisors, LLC

Erika Luczynski (CRD# 5422227) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Portsmouth, NH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Advisors LLC Portsmouth, NH May 2014 - Current 2
Wells Fargo Funds Distributor, LLC San Francisco, CA Jan 2010 - May 2014 4
Wells Fargo Funds Management, LLC San Francisco, CA Jan 2010 - May 2014 4
Evergreen Investment Services, Inc. Boston, MA Sep 2007 - Dec 2009 2
Bryant University Smithfield, RI Sep 2003 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Nov 2009
Contact Info for Erika Luczynski
Phone Number: 314-875-3000
Registered State(s):
  • NH
  • 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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