Steven Tann
Steven Tann is a registered investment advisor at Wells Fargo Advisors, based in Los Angeles, CA, with 17 years of industry experience. Steven 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
10877 Wilshire Blvd, Ste 1700, Los Angeles, CA, 90024
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2025Employment History
Current Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Oppenheimer & CO., INC.Broker
E. F. Hutton & Company INCBroker
Bear, Stearns & CO. INC.Broker
State Registrations12 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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