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Areti Kitsios

Wells Fargo Advisors
38 Years of Experience
New York, NY
2 DisclosuresBroker
View SEC Summary
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Areti Kitsios is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 38 years of industry experience. Areti 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.

Wells Fargo Advisors
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.

View Full SEC Brochure

Location

1211 Ave of the Americas 27th Fl, New York, NY, 10036

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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
May 2002
Denied
Customer Dispute
November 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Areti is a board member of The Leighton House Condominium Association, dedicating minimal time. She also holds power of attorney for her son and mother, and has a loan in Athens, Greece, all requiring minimal time commitment.

Employment History
Current Registrations
Wells Fargo Advisors
July 2021 - Present · 5 yrs 3 mos
Wells Fargo Clearing Services, LLC
July 2003 - Present · 23 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Prudential Securities IncorporatedBroker
January 2001 - July 2003 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1990 - January 2001 · 10 yrs 11 mos
Olde Discount CorporationBroker
September 1988 - January 1990 · 1 yr 4 mos
State Registrations32 states
ALAZCACOCTDCDEFLGAILINMAMDMIMONCNHNJNMNVNYOHOKORPASCTNTXVAVTWAWI
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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