JP
JP
John Pasacreta
32 Years of Experience
Old Greenwich, CT
3 DisclosuresBroker
John Pasacreta is a registered investment advisor at Wells Fargo Advisors, based in Old Greenwich, CT, 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
1700 E Putnam Ave, Ste 200, Old Greenwich, CT, 06870
Get directionsHistory
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
October 2021Denied
Customer Dispute
August 2009Settled
Customer Dispute
December 2007Denied
Other Business Activities
John has a 4% ownership stake in The Tavern 32, a bar and grill, since 2020. He also owns rental property since 2025, dedicating minimal time to it.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2026 - Present · 6 mos
Wells Fargo Advisors
March 2026 - Present · 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
April 2016 - March 2026 · 9 yrs 11 mos
Wells Fargo Advisors
April 2016 - March 2026 · 9 yrs 11 mos
Morgan Stanley
June 2009 - May 2016 · 6 yrs 11 mos
Morgan StanleyBroker
June 2009 - May 2016 · 6 yrs 11 mos
Morgan Stanley & CO. Incorporated
March 2009 - June 2009 · 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2009 - June 2009 · 3 mos
Banc of America Investment Services, INC.
October 2004 - March 2009 · 4 yrs 5 mos
Banc of America Investment Services, INC.Broker
October 2004 - March 2009 · 4 yrs 5 mos
Quick & Reilly, INC.
June 2004 - October 2004 · 4 mos
Quick & Reilly, INC.Broker
March 2004 - October 2004 · 7 mos
UBS Financial Services INC.Broker
August 1994 - April 2004 · 9 yrs 8 mos
Robert Thomas Securities, INCBroker
February 1994 - August 1994 · 6 mos
State Registrations28 states
AZCACOCTDCFLGAIDKYMDMEMOMTNCNHNJNMNYOHPAPRSCTNTXVAVTWAWY
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.