GZ
GZ

Gregory Zanolli

35 Years of Experience
Roseville, CA
3 DisclosuresBroker

Gregory Zanolli is a registered investment advisor at Wells Fargo Advisors, based in Roseville, CA, with 35 years of industry experience. Gregory 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 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.

Loading...

Location

1512 Eureka Rd Ste 300, [Kc-Rbo], Roseville, CA, 95661

Get directions

History

Regulatory History (3)
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
June 2009
Settled
Customer Dispute
May 2009
Settled
Customer Dispute
February 2008
Settled
Employment History
Current Registrations
Wells Fargo Advisors
January 2011 - Present · 15 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - Present · 15 yrs 9 mos
Previous Registrations
Wells Fargo Investments, LLC
May 2001 - January 2011 · 9 yrs 8 mos
Wells Fargo Investments, LLCBroker
May 2001 - January 2011 · 9 yrs 8 mos
Wells Fargo Securities INC.Broker
June 1997 - May 2001 · 3 yrs 11 mos
Citicorp Investment ServicesBroker
August 1995 - June 1997 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 1991 - July 1995 · 4 yrs 6 mos
State Registrations25 states
AKAZCACOFLHIIAIDILKYMAMOMTNHNJNVNYORSCSDTNTXVAWAWY
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.
More Advisors