Wells Fargo Investment Institute, Inc.
Wells Fargo Investment Institute, Inc. (CRD# 133204) is a financial advisory firm headquartered in Charlotte, NC. They manage $43,584,664,719 in 20,198 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management43,585MILLION
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Total Number of Accounts20,198ACCOUNTS
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Average Account Value$2,157,870
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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
George Rusnak (CRD# 2142622) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Princeton, NJ and has over 29 years of experience in the finance industry.
Jailall Samaroo (CRD# 1329688) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Jacksonville, FL and has over 2 years of experience in the finance industry.
Jeffrey Sawyers (CRD# 2657627) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Charlotte, NC and has over 28 years of experience in the finance industry.
Philip Schade (CRD# 2663017) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in San Francisco, CA and has over 14 years of experience in the finance industry.
Kenneth Seminario (CRD# 7469468) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Jacksonville, FL and has 1 year of experience in the finance industry.
Ryan Shaw (CRD# 5113861) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Minneapolis, MN and has 1 year of experience in the finance industry.
David Stubbs (CRD# 2790340) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Jacksonville, FL and has over 27 years of experience in the finance industry.
Marshall Stuckey (CRD# 7465702) 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.
Spencer Sullivan (CRD# 7575859) 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.
Roberta Tapia-Talmich (CRD# 1377944) is an Investment Advisor Representative working at Wells Fargo Investment Institute, Inc. in Denver, CO and has over 32 years of experience in the finance industry.