Steven AdeliziCRD Number: 1014208
Current Firm: Wells Fargo Advisors Financial Network, LLC
Steven Adelizi (CRD# 1014208) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Santa Ana, CA and has over 41 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Wells Fargo Advisors Financial Network, LLC||Santa Ana, CA||Jan 2021 - Current||2|
|Wells Fargo Clearing Services, LLC||Anaheim, CA||Nov 2016 - Jan 2021||4|
|Wells Fargo Advisors LLC||Anaheim, CA||May 2009 - Nov 2016||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1981|
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
Total Assets Under Management103,107MILLIONS
Total Number of Accounts267,333ACCOUNTS
Average Account Value$385,689
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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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