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Americo Santella

35 Years of Experience
Philadelphia, PA
1 DisclosureBroker

Americo Santella is a registered investment advisor at Wells Fargo Advisors, based in Philadelphia, PA, with 35 years of industry experience. Americo 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 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.

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Location

1700 Market St, Philadelphia, PA, 19103

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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
August 2004
Denied
Other Business Activities

Americo has a 60% ownership in Posh Pets LLC, a dog grooming business, and spends minimal time on it. He also has 100% ownership in Templar 17, LLC, which holds rental property, and spends minimal time on that as well.

Employment History
Current Registrations
Wells Fargo Advisors
January 2021 - Present · 5 yrs 9 mos
Wells Fargo Clearing Services, LLC
January 2021 - Present · 5 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Morgan Stanley
March 2011 - January 2021 · 9 yrs 10 mos
Morgan StanleyBroker
March 2011 - January 2021 · 9 yrs 10 mos
Janney Montgomery Scott LLCBroker
January 2008 - April 2011 · 3 yrs 3 mos
Janney Montgomery Scott LLC
January 2008 - April 2011 · 3 yrs 3 mos
Wachovia Securities, LLC
May 2005 - January 2008 · 2 yrs 8 mos
Wachovia Securities, LLCBroker
October 2000 - January 2008 · 7 yrs 3 mos
First Union Brokerage Services, INC.Broker
July 1996 - October 2000 · 4 yrs 3 mos
First Clearing CorporationBroker
June 1991 - May 1996 · 4 yrs 11 mos
State Registrations17 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.
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