DN
DN

Donald Nealon

40 Years of Experience
Naples, FL
Broker

Donald Nealon is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

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.

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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Donald owns rental property and has ownership stakes in several investment-related LLCs: DPN Enterprises LLC, DPN Holdings LLC, and Clarity Wealth Group LLC. His involvement with Clarity Wealth Group LLC takes nearly full-time hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2023 - Present · 3 yrs
Wells Fargo Advisors
May 2023 - Present · 3 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - May 2023 · 19 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - May 2023 · 19 yrs 10 mos
Prudential Securities Incorporated
January 1995 - July 2003 · 8 yrs 6 mos
Prudential Securities IncorporatedBroker
July 1989 - July 2003 · 14 yrs
Huberman Securities CORP.Broker
November 1988 - August 1989 · 9 mos
Anderson, Bryant & CO.Broker
January 1988 - November 1988 · 10 mos
Fitzgerald, Dearman & Roberts, INC.Broker
November 1986 - January 1988 · 1 yr 2 mos
The Stuart-James Company, INC.Broker
August 1985 - November 1986 · 1 yr 3 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Donald Nealon - Financial Advisor | TrueAdvisor