Bruce
Warren

Wells Fargo Investment Institute, Inc

CRD#5044800
Investment Advisor
in Charlotte, NC

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About this Advisor

Bruce Warren is a financial advisor based in Charlotte, North Carolina, working with Wells Fargo Investment Institute, Inc. Bruce has previously held positions at Wells Fargo Investment Institute, Inc, Columbia Threadneedle (Ameriprise), and Wells Fargo. Bruce has passed the Series 63 regulatory exam and is registered to provide services in North Carolina. Currently, Bruce is part of Wells Fargo Investment Institute, Inc, which operates out of Charlotte, North Carolina. The firm has 6 offices and 251 employees. The firm manages assets totaling $44.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Wells Fargo Investment Institute, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

550 S Tryon St 40Th Floor
Charlotte, NC 28202-4200

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Wells Fargo Investment Institute, Inc Brokerage Details

Total Assets Under Management

$43,998,251,201

NC Average: $3,625,019,099
Total Number of Employees

251

NC Average: 22
Total Number of Accounts

20,338

NC Average: 1,917
Average Account Size

$2,163,352

NC Average: $1,890,985

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

Bruce Warren Work History

2021 - Present (3 years)

Wells Fargo Investment Institute. Inc

2017 - 2021 (4 years)

Wells Fargo

2010 - 2017 (7 years)

Columbia Threadneedle (Ameriprise)

Disclosures

Please visit the SEC profile of Bruce Warren 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

David Lipsey
Los Angeles, CA
Jordan Topal
Raleigh, NC
Alexander Baran
Salt Lake City, UT
Bryan Cline
Bend, OR
Matthew Hope
Dallas, TX
Richard Burke
Charlotte, NC
Wyatt Priddle
Charlotte, NC
Troy Seiler
Charlotte, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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