Nicholas
Negrini
Wells Fargo Investment Institute, Inc
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About this Advisor
Nicholas Negrini is a financial advisor based out of Minneapolis, Minnesota, with 2 years of industry experience. Negrini is an employee of Wells Fargo Investment Institute, Inc. Throughout their career, Negrini has worked at Wells Fargo Investment Institute, Inc, Wells Fargo Wealth Management and Rbc Capital Markets, LLC. Negrini has Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Minnesota. Wells Fargo Investment Institute, Inc is a company based out of Charlotte, NC. It has offices in 38 locations and a total of 264 employees. It oversees $38 billion in total assets across its 24,240 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 289 charitable organizations. Of its 24,240 customer accounts, 94% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Wells Fargo Investment Institute, Inc provides a diverse range of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial advice typically vary depending on the type of financial services offered. However, fees charged by Wells Fargo Investment Institute, Inc may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wells Fargo Investment Institute, Inc Brokerage Details
$38,123,578,794
264
24,240
$1,572,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Nicholas Negrini Work History
Nicholas has been registered as a financial advisor for 2 years.*
Wells Fargo Investment Institute, Inc
Wells Fargo Wealth Management
Rbc Capital Markets, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicholas Negrini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wells Fargo Investment Institute, Inc
Dallas, TX
Beverly Hills, CA
Charlotte, NC
Minneapolis, MN
Charlotte, NC
Charlotte, NC
Charlotte, NC
Charlotte, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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