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Michael Ledva

41 Years of Experience
Port Jefferson, NY
2 DisclosuresBroker

Michael Ledva is a registered investment advisor at Wells Fargo Advisors, based in Port Jefferson, NY, with 41 years of industry experience. Michael 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
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.

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Location

70 N Country Rd Ste 301, Port Jefferson, NY, 11777

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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
September 2017
Settled
Customer Dispute
January 2001
Settled
Employment History
Current Registrations
Wells Fargo Advisors
September 2011 - Present · 15 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2011 - Present · 15 yrs 1 mo
Previous Registrations
Janney Montgomery Scott LLC
August 2006 - September 2011 · 5 yrs 1 mo
Janney Montgomery Scott LLCBroker
July 1985 - September 2011 · 26 yrs 2 mos
State Registrations20 states
AKCTFLGAHIKYMAMDMEMONCNHNJNYPASCTNVAVTWA
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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