Alexander Aiello, financial advisor Summit NJ

Alexander Aiello

CRD Number: 5684639
Current Firm: Wells Fargo Clearing Services, LLC

Alexander Aiello (CRD# 5684639) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Summit, NJ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Warren, NJ Nov 2016 - Current 4
Wells Fargo Advisors, LLC Warren, NJ Oct 2015 - Nov 2016 1
J.p. Morgan Securities LLC Roselle, NJ Oct 2012 - Oct 2015 3
Chase Investment Services Corp Roselle, NJ Dec 2011 - Oct 2012 < 1
Morgan Stanley Smith Barney Paramus, NJ Nov 2010 - Sep 2011 < 1
Aiello Gardens Iselin, NJ May 1995 - Nov 2010 15
Ubs Financial Services Paramus, NJ Jul 2008 - Oct 2010 2
Public Service Enterprise Group Newark, NJ Jun 2008 - Jan 2009 < 1
Summit Financial Associate Parsippany, NJ Sep 2007 - Jun 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Alexander A. Aiello
Phone Number: 314-875-3000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    510,934
    MILLIONS
  • Total Number of Accounts
    1,430,874
    ACCOUNTS
  • Average Account Value
    $357,078
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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Data verified by both the advisor and the public regulatory data.

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