Steven Menendez
Steven Menendez is a registered investment advisor at Wells Fargo Advisors, based in Pinehurst, NC, with 39 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
100 Turnberry Way, Pinehurst, NC, 28374
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Other Business Activities
Steven is a finance and investment committee member for FirstHealth of the Carolinas since 2008, spending minimal time. He also serves on the finance and planning committee for Mid South Club POA since January 2024, dedicating minimal time to this role.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
First Union Capital Markets CORP.Broker
State Registrations28 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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