Anthony J Falco
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, LLCDec 2024 to now
- Raymond OpticiansMay 2024 to Oct 2024
- Full Time EducationSep 2023 to Apr 2024
- Raymond OpticiansMay 2023 to Aug 2023
- Full Time StudentSep 2022 to Apr 2023
- Raymond OpticiansMay 2022 to Aug 2022
- Full Time StudentSep 2021 to Apr 2022
- Raymond OpticiansMay 2021 to Aug 2021
- Full Time StudentSep 2020 to Apr 2021
- Full Time StudentSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8023400
- Firm CRD
- 19616