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Arthur Karabelas

Wells Fargo Advisors
37 Years of Experience
Boston, MA
2 DisclosuresBroker
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Arthur Karabelas is a registered investment advisor at Wells Fargo Advisors, based in Boston, MA, with 37 years of industry experience. Arthur 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.

View Full SEC Brochure

Location

800 Boylston St Ste 705, Boston, MA, 02199

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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
October 2015
Settled
Customer Dispute
April 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Arthur owns rental property in Bartlett, NH since June 2023. He spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
June 2023 - Present · 3 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
First Republic Investment Management, INC.
November 2017 - June 2023 · 5 yrs 7 mos
First Republic Securities Company, LLCBroker
November 2017 - June 2023 · 5 yrs 7 mos
J.P. Morgan Securities LLC
April 2013 - November 2017 · 4 yrs 7 mos
J.P. Morgan Securities LLCBroker
April 2013 - November 2017 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - April 2013 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2006 - April 2013 · 7 yrs 1 mo
Advest, INC.Broker
February 2004 - March 2006 · 2 yrs 1 mo
RBC Dain Rauscher INC.
November 2003 - March 2004 · 4 mos
RBC Dain Rauscher INC.Broker
March 2002 - March 2004 · 2 yrs
Tucker Anthony IncorporatedBroker
November 1997 - March 2002 · 4 yrs 4 mos
Cibc OppenheimerBroker
March 1995 - November 1997 · 2 yrs 8 mos
Lehman Brothers INC.Broker
August 1992 - April 1995 · 2 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
December 1990 - August 1992 · 1 yr 8 mos
Dean Witter Reynolds INC.Broker
June 1984 - January 1986 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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