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 an advisor based in Carlsbad, California. Currently an investment advisor at Wells Fargo Advisors Financial Network, LLC, they have gathered 15 years of professional experience. Tadeusiak has Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Tadeusiak is registered to work with clients in California and Texas. Over the course of their career, they have held roles at Wells Fargo Advisors Financial Network, LLC, Wachovia Securities LLC and Morgan Stanley. Wells Fargo Advisors Financial Network, LLC is headquartered in Carlsbad, California, and operates out of 729 additional locations across the United States. In total, Wells Fargo Advisors Financial Network, LLC manages $49 billion in assets throughout 149,098 client accounts and retains more than 1,997 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 106,411 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 41% of the advisory firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. Wells Fargo Advisors Financial Network, LLC offers 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

15 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 15 years of experience.

2017 - Present (2 years)

Wells Fargo Advisors Financial Network, LLC

2009 - 2017 (8 years)

Morgan Stanley

2003 - 2009 (6 years)

Wachovia Securities LLC

Disclosures

Theodore Tadeusiak has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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