NT
NT

Nestor Turczan

38 Years of Experience
Pasadena, CA
Broker

Nestor Turczan is a registered investment advisor at Wells Fargo Advisors, based in Pasadena, CA, with 38 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.

Loading...

Location

140 S Lake Ave, Ste 255, Pasadena, CA, 91101

Get directions

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.

Learn about disclosures →
Other Business Activities

Nestor is involved in several outside business activities, including serving as secretary/treasurer and trustee for the Turczan Family Foundation, trustee for Finet Practice PSP/DBP, and trustee/executor for the Nestor Turczan Trust. He also owns Turczan Investment Consulting Group Inc., Nestor Andrew Turczan, LLC, and High Mountain, Inc., dedicating minimal time to each.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2018 - Present · 7 yrs 9 mos
Wells Fargo Advisors
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - August 2018 · 15 yrs 1 mo
Wells Fargo Clearing Services, LLC
July 2003 - August 2018 · 15 yrs 1 mo
Prudential Securities Incorporated
August 1994 - July 2003 · 8 yrs 11 mos
Prudential Securities IncorporatedBroker
August 1994 - July 2003 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1987 - August 1994 · 6 yrs 11 mos
State Registrations21 states
AZCACOGAIDILINKSMNMTNCNJNMNYOKPATNTXUTWAWY
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.
Nestor Turczan - Financial Advisor | TrueAdvisor