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Sharon Croenlein

32 Years of Experience
Melbourne, FL
Broker

Sharon Croenlein is a registered investment advisor at Wells Fargo Advisors, based in Melbourne, FL, with 32 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

5700 North Highway Us1, Ste 200, Melbourne, FL, 32940

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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.

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Employment History
Current Registrations
Wells Fargo Advisors
April 2021 - Present · 5 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2005 - April 2021 · 16 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2000 - April 2021 · 20 yrs 4 mos
First Union Securities, INC.Broker
October 1999 - April 2001 · 1 yr 6 mos
First Union Capital Markets CORP.Broker
February 1999 - October 1999 · 8 mos
A. G. Edwards & Sons, INC.Broker
December 1993 - March 1999 · 5 yrs 3 mos
State Registrations23 states
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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.