Alex Hart
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$252.3BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Wells Fargo Advisors Financial Network, LLCApr 2025 to now
- Janney Montgomery Scott LLCMay 2021 to Apr 2025
- Neighborhood Trust Financial PartnersApr 2020 to Mar 2021
- UnemployedMar 2019 to Apr 2020
- Trillium TradingSep 2017 to Mar 2019
- Education - Indiana UniversityAug 2013 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7358971
- Firm CRD
- 11025