Gregory
Nassour
Wells Fargo Investment Institute, Inc
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About this Advisor
Gregory Nassour is a chartered financial analyst operating out of Wayne, Pennsylvania who has 2 years of relevant experience. Nassour currently works for Wells Fargo Investment Institute, Inc. Their career trajectory has included roles at Wells Fargo, Vanguard and Wells Fargo Investment Institute, Inc. Nassour holds a Series 63 license, designating them as a securities representative, and can operate in Pennsylvania. Wells Fargo Investment Institute, Inc is an advisory company based in Charlotte, NC. It has offices in 38 locations and a total of 264 employees. It handles $38 billion in assets under management among its 24,240 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 289 charities and foundations. Of its 24,240 customer accounts, 94% belong to high-net-worth investors who have more than $1 million in assets available to invest. Wells Fargo Investment Institute, Inc offers a number 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 which services the firm provides the client. Fees billed by Wells Fargo Investment Institute, Inc most likely 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
Gregory Nassour Work History
Gregory has been registered as a financial advisor for 2 years.*
Wells Fargo Investment Institute, Inc
Wells Fargo
Vanguard
*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 Gregory Nassour to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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