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Mark Stoll

Wells Fargo Advisors
33 Years of Experience
Bethesda, MD
2 DisclosuresBroker
View SEC Summary
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Mark Stoll is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 33 years of industry experience. Mark is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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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.
Customer Dispute
February 2016
Denied
Customer Dispute
November 2002
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
June 2024 - Present · 2 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Wells Fargo Advisors
January 2006 - June 2024 · 18 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
January 2002 - June 2024 · 22 yrs 5 mos
Ladenburg Capital Management INC.Broker
May 2001 - October 2001 · 5 mos
Ladenburg, Thalmann & CO., INC.Broker
April 2001 - October 2001 · 6 mos
Quick & Reilly, INC.Broker
April 2001 - May 2001 · 1 mo
Summit Financial Services Group, INC.Broker
October 1998 - April 2001 · 2 yrs 6 mos
Fiserv Investor Services, INC.Broker
August 1996 - October 1998 · 2 yrs 2 mos
Essex National Securities, INC.Broker
February 1993 - August 1996 · 3 yrs 6 mos
F.N. Wolf & CO., INC.Broker
November 1992 - January 1993 · 2 mos
F.N. Wolf & CO., INC.Broker
June 1988 - November 1988 · 5 mos
State Registrations1 state
MD
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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