Suzann Marie Dorjath
Investment adviser representative at Wells Fargo Advisors
9 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 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
9 years in the industry.
- Wells Fargo Advisors Financial Network, LLCNov 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2023 to Nov 2023
- Gcg Financial GroupJul 2021 to Dec 2022
- Triad AdvisorsJul 2021 to Nov 2022
- Wells Fargo Clearing Services, LLCAug 2018 to Jul 2021
- Merrill Lynch PbigJan 2018 to Aug 2018
- Mesirow FinancialJun 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (KS).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6907443
- Firm CRD
- 11025