Elizabeth Ann Skettino
Investment adviser representative at Wells Fargo Investment Institute, Inc.
22 yearsExperience
1 stateRegistered in
CFADesignation
$43BFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Wells Fargo Investment Institute, Inc.May 2026 to now
- Cullinan Associates, Inc.Oct 2024 to May 2026
- UnemployedJul 2024 to Oct 2024
- J.P. Morgan Securities LLCDec 2021 to Jul 2024
- UnemployedOct 2021 to Dec 2021
- Wells Fargo Investment Institute, Inc.Mar 2017 to Oct 2021
- Wells FargoSep 2004 to Oct 2021
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wells Fargo Investment Institute, Inc.
$43BAssets managed
12,216Clients
52Advisers
21 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
- 4702344
- Firm CRD
- 133204