Giuseppe Gigliotti
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2026 to now
- Ameriprise Financial Services, LLC.Jan 2023 to Apr 2026
- Ameriprise Financial Services, LLCMar 2020 to Mar 2020
- Wells Fargo Clearing Services LLCSep 2017 to Jan 2023
- Capital One Sharebuilder, Inc.Jan 2015 to Sep 2017
- Sharebuilder 401kJan 2015 to Sep 2017
- Capital One Financial AdvisorsJun 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4627771
- Firm CRD
- 19616