Charles Wilson
Charles Wilson is a registered investment advisor at Wells Fargo Advisors, based in Danbury, CT, with 43 years of industry experience. Charles 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
83 Wooster Hts Ste 401, Lee Farm Corporate Park, Danbury, CT, 06810
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 1994Other Business Activities
Charles is a board member of 45 East 85th Street LLC, a co-op in New York, since 2015. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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