Frank Dibartolo
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
2 statesRegistered 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, LLCOct 2021 to now
- Thrivent FinancialMay 2020 to Oct 2021
- Thrivent Investment Management IncMay 2020 to Oct 2021
- UnemployedJul 2019 to May 2020
- CrediviaFeb 2019 to Jul 2019
- Lps Capital LLCOct 2018 to Feb 2019
- UnemployedApr 2018 to Sep 2018
- Wells Fargo Securities, LLCNov 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
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
- 5002568
- Firm CRD
- 19616