Alexander
Batt

Wells Fargo Advisors Financial Network, LLC

CRD#2967019
Investment Advisor
in Vero Beach, FL

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About this Advisor

Alexander Batt is a financial advisor who works out of Vero Beach, Florida, who has been in the industry for 11 years. Batt is currently employed by Wells Fargo Advisors Financial Network, LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Unemployed/Consulting, Bank Of America, N.A and Wells Fargo Advisors Financial Network, LLC. Batt maintains Series 63 and Series 66 licenses, designating them as a securities agent, and can operate in Florida and Texas. Wells Fargo Advisors Financial Network, LLC is a firm that has its headquarters in Vero Beach, Florida. The investment advisory business has offices in 721 locations and a total of 1,978 advisors. It oversees $48 billion in assets under management between its 154,383 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 789 charities and foundations. Of its 154,383 client accounts, 41% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a number of services, including 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. Fees charged by financial advisors typically vary depending on the financial services offered. Fee types charged by Wells Fargo Advisors Financial Network, LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

3055 Cardinal Dr Ste 305
Vero Beach, FL 32963

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$47,520,627,966

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

1,978

FL Average: 458
Total Number of Accounts

154,383

FL Average: 33,415
Average Account Size

$307,810

FL 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

Alexander Batt Work History

Alexander has 12 years of experience.

2019 - Present (1 year)

Wells Fargo Advisors Financial Network, LLC

2011 - 2019 (8 years)

Bank Of America, N.A

2010 - 2019 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2008 - 2010 (2 years)

Unemployed/Consulting

Disclosures

Alexander Batt has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Wells Fargo Advisors Financial Network, LLC

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

This content was compiled from the SEC and FINRA.

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