Stephen Benotti is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in The Woodlands, TX, with 30 years of industry experience. Stephen 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
1800 Hughes Landing Blvd Ste 300, The Woodlands, TX, 77380
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Stephen has a 25% ownership in Sure Fine Markets since 2007 and co-owns rental property in Steamboat Springs, CO since 2014. He dedicates minimal time to these investment-related activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
UBS Painewebber INC.Broker
Brokers Transaction Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Painewebber IncorporatedBroker
State Registrations33 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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