Connor Wilson
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
3 statesRegistered 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
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCAug 2019 to now
- Lark Pub and GrubSep 2019 to Oct 2019
- Coco Bar and BistroJan 2019 to Jun 2019
- LiazonJun 2018 to Aug 2018
- Founding Fathers PubFeb 2018 to Jun 2019
- Steak, Stone and SushiFeb 2017 to Dec 2017
- The Branch OfficeSep 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
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
- 7172710
- Firm CRD
- 11025