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Paul Lopresti

Wells Fargo Advisors
38 Years of Experience
Naples, FL
1 DisclosureBroker
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Paul Lopresti is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 38 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

8625 Tam, 8625 Tamiami Trail N. 4th Floor, Naples, FL, 34108

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History

Regulatory History (1)
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 2003
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul owns 100% of Paul F Lopresti P.A. LLC, dedicating full-time hours to it. He also serves on finance committees for The Naples Players, spending minimal time on these activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - July 2023 · 20 yrs
Wells Fargo Clearing Services, LLC
July 2003 - July 2023 · 20 yrs
Prudential Securities Incorporated
January 1997 - July 2003 · 6 yrs 6 mos
Prudential Securities IncorporatedBroker
October 1989 - July 2003 · 13 yrs 9 mos
Oppenheimer & CO., INC.Broker
February 1988 - October 1989 · 1 yr 8 mos
L. F. Rothschild & CO. IncorporatedBroker
October 1987 - February 1988 · 4 mos
State Registrations28 states
ALAZCACOCTFLINKSKYMAMDMEMIMOMTNCNHNJNYOHORPASCTNTXVAVirgin IslandsWI
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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