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Dominic Trolio

Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Wells Fargo Advisors Financial Network, LLCMar 2025 to now
  2. High Velocity PaymentsJul 2023 to Mar 2025
  3. Ark-la-tex FinancialOct 2022 to Mar 2025
  4. Fairway MortgageApr 2021 to Oct 2022
  5. Reliance MortgageAug 2020 to Apr 2021
  6. UnemployedMay 2020 to Aug 2020
  7. American AirlinesJun 2019 to Aug 2019
  8. Towerpoint WealthJun 2018 to Aug 2018
  9. Texas Christian UniversityAug 2016 to May 2020
  10. Arraycon SolarJul 2016 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (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
8067996
Firm CRD
11025
Advisor's SEC record (opens in a new tab)
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