Alec Michael Lombardozzi
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2026 to now
- Wells Fargo Bank, NAFeb 2026 to now
- Capital Center LLCDec 2025 to Feb 2026
- Bank of America, N.A.Sep 2023 to Oct 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2023 to Oct 2025
- Ameriprise Financial Services, LLCMay 2023 to Jul 2023
- UnemployedJan 2023 to May 2023
- Ameriprise Financial Services LLCOct 2021 to Jan 2023
- Bank of America N.A.May 2019 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2019 to Sep 2021
- Suntrust Mortgage Inc.May 2017 to May 2019
- Temp Agency AerotekSep 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7119440
- Firm CRD
- 19616