Roger Cahn is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 40 years of industry experience. Roger 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
68 S Service Rd Ste 200, Melville, NY, 11747
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Regulatory History (1)
Customer Dispute
October 2006Other Business Activities
Roger owns race horses through Never 2 Late Stable. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
Dean Witter Reynolds INC.Broker
Lehman Brothers INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 states
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
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