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Alexander Scoledes

40 Years of Experience
Roseville, CA
2 DisclosuresBroker

Alexander Scoledes is a registered investment advisor at Wells Fargo Advisors, based in Roseville, CA, with 40 years of industry experience. Alexander 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

1512 Eureka Rd 3rd Fl, Roseville, CA, 95661

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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.
Judgment / Lien
March 2019
Customer Dispute
May 2007
Denied
Other Business Activities

Alexander is a trustee of trusts created for the benefit of his parents-in-law's five grandchildren since 2010. He devotes minimal time per month to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
August 2006 - Present · 20 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
August 2006 - Present · 20 yrs 2 mos
Previous Registrations
Morgan Stanley
July 1997 - August 2006 · 9 yrs 1 mo
Morgan Stanley Dw INC.Broker
January 1986 - August 2006 · 20 yrs 7 mos
State Registrations22 states
AZCACOFLIDILKSMDMIMSMTNCNHNVNYOKORTXUTVAWAWI
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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