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Gary Parese

Wells Fargo Advisors
41 Years of Experience
Bethesda, MD
2 DisclosuresBroker
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Gary Parese is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 41 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Wells Fargo Advisors
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.

View Full SEC Brochure

Location

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2005
Denied
Customer Dispute
December 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Gary is a trustee for his mother's trust and owns 100% of Parese Family LLC. He also owns 100% of Parese Wealth Management, LLC, spending minimal time per month on this for finet practice.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2024 - Present · 1 yr 11 mos
Wells Fargo Advisors
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2014 - June 2024 · 10 yrs 3 mos
Wells Fargo Advisors
March 2014 - June 2024 · 10 yrs 3 mos
Morgan Stanley
June 2009 - March 2014 · 4 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2014 · 4 yrs 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
March 2007 - April 2007 · 1 mo
Morgan Stanley Dw INC.Broker
March 2007 - April 2007 · 1 mo
Citigroup Global Markets INC.Broker
July 1993 - March 2007 · 13 yrs 8 mos
Citigroup Global Markets INC.
January 1991 - March 2007 · 16 yrs 2 mos
Lehman Brothers INC.Broker
March 1988 - July 1993 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1984 - April 1988 · 3 yrs 11 mos
State Registrations30 states
AZCACOCTDEFLGAILKYMAMDMEMIMNMONCNHNJNYOHOKORPARISCTXUTVAVTWA
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.
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