FV
CFP
FV
CFP

Frank Virno

34 Years of Experience
Bohemia, NY
1 DisclosureBroker

Frank Virno is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bohemia, NY, with 34 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.

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Location

630 Johnson Ave, Suite 103, Bohemia, NY, 11716

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History

Regulatory History (1)
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
March 2006
Settled
Other Business Activities

Frank has 100% ownership in Gulf Coast Premier Wealth Management LLC since 2023, dedicating minimal time. He also has 20% ownership in Premier Wealth Management, LLC since 2014, dedicating full-time hours, and is the treasurer for the Rotary Club of Cape Coral, spending minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
May 2015 - Present · 11 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2014 - Present · 11 yrs 9 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
July 2003 - October 2014 · 11 yrs 3 mos
Prudential Securities IncorporatedBroker
February 1997 - July 2003 · 6 yrs 5 mos
Oppenheimer & CO., INC.Broker
April 1995 - January 1997 · 1 yr 9 mos
E.D. & F. Man International Securities CorporationBroker
August 1992 - June 1995 · 2 yrs 10 mos
Dean Witter Reynolds INC.Broker
October 1991 - October 1992 · 1 yr
State Registrations18 states
AZCACOCTDEFLINMAMINCNJNYPARISCTNTXVA
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.
Frank Virno - Financial Advisor | TrueAdvisor