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Louis Donato

Wells Fargo Advisors
29 Years of Experience
Boston, MA
1 DisclosureBroker
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Louis Donato is a registered investment advisor at Wells Fargo Advisors, based in Boston, MA, with 29 years of industry experience. Louis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

125 High St, Ste 1359A, Boston, MA, 02110

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History

Regulatory History (1)
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Regulatory
January 1995
Final
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Employment History
Current Registrations
Wells Fargo Advisors
April 2022 - Present · 4 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Citizens Securities, INC.
November 2019 - April 2022 · 2 yrs 5 mos
Citizens Securities, INC.Broker
September 2019 - April 2022 · 2 yrs 7 mos
Eagle Strategies LLC
August 2016 - September 2019 · 3 yrs 1 mo
Nylife Securities LLCBroker
December 2014 - September 2019 · 4 yrs 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
June 2012 - November 2014 · 2 yrs 5 mos
National Planning CorporationBroker
April 2012 - November 2014 · 2 yrs 7 mos
Transcend CapitalBroker
March 2010 - April 2011 · 1 yr 1 mo
Morgan Stanley & CO. Incorporated
March 2008 - April 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
January 2008 - April 2009 · 1 yr 3 mos
Painewebber IncorporatedBroker
June 1993 - November 1995 · 2 yrs 5 mos
Morgan Stanley & CO., IncorporatedBroker
November 1982 - March 1993 · 10 yrs 4 mos
State Registrations16 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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