Michael
Remedios

Wells Fargo Advisors Financial Network, LLC

CRD#1318850
Investment Advisor
in Raleigh, NC
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About this Advisor

Michael Remedios is a certified financial planner located in Raleigh, North Carolina. Currently a registered financial advisor with Wells Fargo Advisors Financial Network, LLC, Remedios has 13 years of practice in the financial advisory industry. Remedios maintains Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Remedios is registered to act as a financial advisor based out of North Carolina and Texas. Their career trajectory has included roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc and Wells Fargo Advisors Financial Network LLC. Wells Fargo Advisors Financial Network, LLC is headquartered in Raleigh, North Carolina, and operates out of 729 other locations throughout the nation. As a company, Wells Fargo Advisors Financial Network, LLC manages $49 billion in assets dispersed across 149,098 client accounts and employs more than 1,997 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the United States. The firm manages 106,411 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 41% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in capital. 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, Certified Financial Planner

Years of Experience

13 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

No

Office Location

4350 Lassiter At North Hills Ave Ste 240
Raleigh, NC 27609

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Wells Fargo Advisors Financial Network, LLC Brokerage Details

Total Assets Under Management

$49,150,005,551

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

1,997

NC Average: 458
Total Number of Accounts

149,098

NC Average: 33,415
Average Account Size

$329,649

NC 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

Michael Remedios Work History

Michael has 13 years of experience.

2011 - Present (8 years)

Wells Fargo Advisors Financial Network LLC

2009 - 2011 (2 years)

Morgan Stanley Smith Barney

2005 - 2009 (4 years)

Citigroup Global Markets Inc

Disclosures

Michael Remedios has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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