WELLS FARGO INVESTMENT INSTITUTE, INC.

CHARLOTTE, North Carolina·20 registered advisors·CRD# 133204
SEC# 801-641916980-266-5763
01

Firm Overview

AUM
$44.0B
Regulatory assets under management
Employees
251
Total firm employees
Advisors
20
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment ManagementWealth Management
04

Advisors at WELLS FARGO INVESTMENT INSTITUTE, INC.

20 registered advisors
Adam Ira Taback
CHARLOTTE, North Carolina
Brigid (nmn) Breen
CHARLOTTE, North Carolina
Britta Perkio Mccorduck
CHARLOTTE, North Carolina
Daniel James Mavico
CHARLOTTE, North Carolina
David Thoburn Lewis
CHARLOTTE, North Carolina
Dean Junkans
CHARLOTTE, North Carolina
Doretta Louise Dunegan
CHARLOTTE, North Carolina
George Edward Rusnak
CHARLOTTE, North Carolina
George Emerson Schaeffer
CHARLOTTE, North Carolina
Gregory Scott Sigmund
CHARLOTTE, North Carolina
Gregory Thomas Maddox
CHARLOTTE, North Carolina
Haley Lynn Ronzio
CHARLOTTE, North Carolina
Jack Todd Mcminn
CHARLOTTE, North Carolina
James Frank Angelos
CHARLOTTE, North Carolina
Jonathan Geoffrey Weiss
CHARLOTTE, North Carolina
Julia C Wellborn
CHARLOTTE, North Carolina
Michael Edward Roman
CHARLOTTE, North Carolina
Robert William Franklin
CHARLOTTE, North Carolina
Sean Michael Nicolosi
CHARLOTTE, North Carolina
Yukari Nakano
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
20 advisors

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Data sourced from SEC Form ADV filings. WELLS FARGO INVESTMENT INSTITUTE, INC. (CRD# 133204) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.