CD
CFP
CD
CFP

Cecelia Dugan

37 Years of Experience
Hockessin, DE
Broker

Cecelia Dugan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Hockessin, DE, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

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

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Location

Hockessin, DE

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cecelia is the treasurer of the Donald and Martha Dewees Foundation, a finance council member at St. Ann's Church, and a board member of both the Arthur Family Foundation and the Edgar A Thronson Foundation. These roles with private charitable foundations and the church require minimal time and are investment-related.

Employment History
Current Registrations
Wells Fargo Advisors
July 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLC
July 2024 - Present · 1 yr 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Wells Fargo Advisors
July 2011 - July 2024 · 13 yrs
Wells Fargo Clearing Services, LLCBroker
October 1999 - July 2024 · 24 yrs 9 mos
First Union Capital Markets CORP.Broker
January 1991 - October 1999 · 8 yrs 9 mos
Butcher & Singer INC.Broker
March 1989 - January 1991 · 1 yr 10 mos
State Registrations32 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.