Thomas Anthony Loffredo
Investment adviser representative at Wells Fargo Advisors
15 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
15 years in the industry.
- Wells Fargo Clearing Services, LLC (Mar 2026 to now
- UnemployedSep 2025 to Mar 2026
- Northwestern Mutual Wealth Management CompanyFeb 2025 to Sep 2025
- Northwestern Mutual Life Insurance CompanyJan 2025 to Sep 2025
- Northwestern Mutual Wealth Management CompanyNov 2024 to Jan 2025
- Jonah WhitmanMar 2024 to Jan 2025
- Northwestern Mutual Investment Services, LLCJan 2023 to Sep 2025
- Northwestern Mutual Life Insurance CompanyAug 2022 to Mar 2024
- Marine Service and RepairJun 2018 to Jun 2022
- Waterfronte Villas and Yacht ClubNov 2017 to Jun 2018
- HhgreggApr 2017 to Nov 2017
- UnemployedJan 2017 to Apr 2017
- Marine Service and RepairJun 2011 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7583551
- Firm CRD
- 19616