John Abadiotakis, financial advisor Summit NJ

John Abadiotakis

CRD Number: 2981501
Current Firm: Wells Fargo Clearing Services, LLC

John Abadiotakis (CRD# 2981501) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Summit, NJ and has over 23 years of experience in the finance industry.

Similar Advisors
Danna Jacobs, financial advisor Summit NJ
Danna Jacobs
CRD# 5366446
Legacy Care Wealth, LLC
Similar Advisors
Michael Kay, financial advisor Summit NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Alexander Bass, financial advisor Summit NJ
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Company Name Location Dates Years
Wells Fargo Clearing Services, LLC Summit, NJ Jun 2018 - Current 2
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Jun 2018 3
Morgan Stanley Smith Barney Lawrenceville, NJ Jun 2009 - Jan 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination Jan 1999
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 John Abadiotakis
Phone Number: 314-875-3000
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    568,760
    MILLIONS
  • Total Number of Accounts
    1,434,300
    ACCOUNTS
  • Average Account Value
    $396,542
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

Ready to hire a financial advisor? Get competitive proposals from John Abadiotakis and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.