Nicholas AdeliziCRD Number: 4048429
Current Firm: Wells Fargo Advisors Financial Network, LLC
Nicholas Adelizi (CRD# 4048429) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Shenandoah, TX and has over 23 years of experience in the finance industry.
Valic Financial Advisors, Inc.
Equitable Advisors, LLC
Lpl Financial 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||Dec 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management102,527MILLIONS
Total Number of Accounts222,705ACCOUNTS
Average Account Value$460,369
- 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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