David Cuellar is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Palo Alto, CA, with 36 years of industry experience. David 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
301 University Ave 2nd Fl, Palo Alto, CA, 94301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a writer of children's books, dedicating minimal time to this activity. He also works as an instructor at De Anza College, Canada College, and College of San Mateo, teaching financial strategies for retirement, spending a few hours per week at each college.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
F.N. Wolf & CO., INC.Broker
State Registrations11 states
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
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