Theodore
Tadeusiak

Wells Fargo Advisors Financial Network, LLC

CRD#2007526
Investment Advisor
in Carlsbad, CA

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About this Advisor

Theodore Tadeusiak is a financial advisor whose office is in Carlsbad, California. Currently a registered investment advisor at Wells Fargo Advisors Financial Network, LLC, Tadeusiak has 10 years of practice in the financial advisory industry. Tadeusiak maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Tadeusiak can operate based out of California and Texas. Throughout their career, they have worked at Wells Fargo Advisors Financial Network, LLC and Morgan Stanley. Wells Fargo Advisors Financial Network, LLC is headquartered in Carlsbad, California, and has 721 additional offices in the United States. Overall, Wells Fargo Advisors Financial Network, LLC oversees $48 billion in assets throughout 154,383 client accounts and retains more than 1,978 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 115,246 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 41% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Wells Fargo Advisors Financial Network, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

2111 Palomar Airport Rd Ste 250
Carlsbad, CA 92011

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$47,520,627,966

CA Average: $11,469,110,461
Total Number of Employees

1,978

CA Average: 458
Total Number of Accounts

154,383

CA Average: 33,415
Average Account Size

$307,810

CA Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Theodore Tadeusiak Work History

Theodore has 11 years of experience.

2017 - Present (3 years)

Wells Fargo Advisors Financial Network, LLC

2009 - 2017 (8 years)

Morgan Stanley

Disclosures

Theodore Tadeusiak has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Advisors Financial Network, LLC

Michelle Nuttman
Rancho Palos Verdes, CA
Todd Chambers
Saint Louis, MO
Owen Mccabe
Plano, TX
Vincent Pasko
Annapolis, MD
Kurt Grimmer
Tacoma, WA
Mary Steele
Landrum, SC
David Stepanek
Wayzata, MN
Chelsea Ganey
Naples, FL

This content was compiled from the SEC and FINRA.

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