Joel Steven Sirota
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCApr 2025 to now
- Waldron Private Wealth, LLCJul 2023 to Apr 2025
- Waldron Private Wealth, LLCJul 2021 to Jun 2023
- UnemployedMay 2021 to Jul 2021
- Inter-american SchoolAug 2020 to May 2021
- Berkman, Jorgensen, Masters, & StafmanAug 2019 to Jul 2020
- Home DepotJun 2019 to Aug 2019
- Hefren TilotsonJun 2018 to Aug 2018
- Dick's Sporting GoodsMay 2017 to Aug 2017
- Grove City CollegeAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7945155
- Firm CRD
- 11025