Wells Fargo Investment Institute, Inc.

Wells Fargo Investment Institute, Inc. (CRD# 133204) is a financial advisory firm headquartered in Charlotte, NC. They manage $3,870,735,216 in 1,759 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,871
    MILLION
  • Total Number of Accounts
    1,759
    ACCOUNTS
  • Average Account Value
    $2,200,532
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

Financial Advisors at Wells Fargo Investment Institute, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Sunil V. Bhide
CRD#: 3092799
401 S. Tryon Street, 2nd Floor, Mac D1050-026, Charlotte, NC 28202
96
Wealthminder
score

Sunil Bhide (CRD# 3092799) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 19 years of experience in the finance industry.

2
Gregory T. Genung
CRD#: 1897477
401 S. Tryon Street, 2nd Floor, Mac D1050-026, Charlotte, NC 28202
96
Wealthminder
score

Gregory Genung (CRD# 1897477) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 26 years of experience in the finance industry.

3
Eric P. Augustyn
CRD#: 2992110
401 S. Tryon Street, 2nd Floor, Mac D1050-026, Charlotte, NC 28202
93
Wealthminder
score

Eric Augustyn (CRD# 2992110) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 20 years of experience in the finance industry.

4
Luis F. Ramirez
CRD#: 3247476
401 S. Tryon Street, 2nd Floor, Mac D1050-026, Charlotte, NC 28202
93
Wealthminder
score

Luis Ramirez (CRD# 3247476) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 18 years of experience in the finance industry.

5
Richard J. Burke
CRD#: 6756955
401 S. Tryon Street, 2nd Floor, Mac D1050-026, Charlotte, NC 28202
90
Wealthminder
score

Richard Burke (CRD# 6756955) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.

6
Elizabeth A. Skettino
CRD#: 4702344
401 S. Tryon Street, 2nd Floor, Mac D1050-026, Charlotte, NC 28202
90
Wealthminder
score

Elizabeth Skettino (CRD# 4702344) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has 1 year of experience in the finance industry.

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