Neal Abravanel is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 42 years of industry experience. Neal 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
7600 Wisconsin Ave, Ste 900, Bethesda, MD, 20814
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Regulatory History
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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Neal serves as power of attorney for his mother, starting in 2021. This activity is investment-related and requires minimal time.
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
Salomon Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations42 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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