Troy
Seiler

Wells Fargo Investment Institute, Inc

CRD#2128627
Investment Advisor
in Charlotte, NC

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About this Advisor

Troy Seiler is a financial advisor based in Charlotte, North Carolina, working with Wells Fargo Investment Institute, Inc. Troy has previously held positions at Alphastar Capital Management, Wells Fargo Investment Institute, Inc, and Wells Fargo Bank. Troy has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina. Currently, Troy 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, Series 66

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

301 S College St 6Th Floor
Charlotte, NC 28202

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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

Troy Seiler Work History

2022 - Present (2 years)

Wells Fargo Investment Institute, Inc

2020 - 2022 (2 years)

Wells Fargo Bank

2013 - 2020 (7 years)

Alphastar Capital Management

Disclosures

Please visit the SEC profile of Troy Seiler 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

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

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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