SP
SP

Salvatore Ponzo

32 Years of Experience
Tampa, FL
1 DisclosureBroker

Salvatore Ponzo is a registered investment advisor at Wells Fargo Advisors, based in Tampa, FL, with 32 years of industry experience. Salvatore 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
14699 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.

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Location

4030 W Boy Scout Blvd Ste 150, Tampa, FL, 33607

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History

Regulatory History (1)
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
July 2006
Closed-No Action
Other Business Activities

Salvatore is a finance committee member for Blessed Sacrament School and a partial owner of commercial rental properties through Essex Village Real Estate, LLC. These activities require minimal time each month.

Employment History
Current Registrations
Wells Fargo Advisors
May 2008 - Present · 18 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
May 2008 - Present · 18 yrs 5 mos
Previous Registrations
Garden State Securities, INC.Broker
November 2002 - April 2008 · 5 yrs 5 mos
Robert M. Cohen & CO., INC.Broker
June 1995 - August 2002 · 7 yrs 2 mos
Vtr Capital, INC.Broker
September 1994 - May 1995 · 8 mos
J. Gregory & Company, INC.Broker
March 1994 - September 1994 · 6 mos
State Registrations42 states
AKALARAZCACOCTDCFLGAIAIDILINKYLAMAMDMEMIMNMOMSNCNHNJNMNYOHOKORPAPRSCTNTXUTVAVTWAWIWV
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.
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