Joseph SardoCRD Number: 6238084
Current Firm: Wells Fargo Clearing Services, LLC
Joseph Sardo (CRD# 6238084) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Saint Louis, MO and has over 4 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Wells Fargo Clearing Services, LLC||St. Louis, MO||Nov 2016 - Current||1|
|Wells Fargo Advisors||St. Louis, MO||Feb 2014 - Nov 2016||2|
|Edward Jones||St Louis, MO||Aug 2013 - Jan 2014||< 1|
|Mister Guy Clothiers||Ladue, MO||Oct 2011 - Aug 2013||1|
|Trotter Photo||Manchester, MO||Feb 2011 - Nov 2012||1|
|Graphic World||St. Louis, MO||May 2011 - Oct 2011||< 1|
|Saint Louis Art Museum||St. Louis, MO||Jan 2008 - Oct 2011||3|
|Macy's||St. Louis, MO||Oct 2010 - Jan 2011||< 1|
|Mark Shale||St. Louis, MO||Oct 2008 - Apr 2009||< 1|
|Midwest Valet||St. Louis, MO||Apr 2008 - Aug 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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