Carolyn Sellick
Carolyn Sellick is a registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, with 25 years of industry experience. Carolyn 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
2033 N Main St Ste 800, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History (2)
Judgment / Lien
December 2021Judgment / Lien
January 2020Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Credit Suisse First Boston LLCBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
State Registrations45 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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