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Victor Rosati
31 Years of Experience
Bethesda, MD
1 DisclosureBroker
Victor Rosati is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 31 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
7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 1998Award / Judgment
Employment History
Current Registrations
Wells Fargo Advisors
March 2025 - Present · 1 yr 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2017 - March 2025 · 8 yrs
Wells Fargo Advisors
March 2017 - March 2025 · 8 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2008 - March 2017 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2008 - March 2017 · 8 yrs 11 mos
UBS Financial Services INC.
August 2005 - April 2008 · 2 yrs 8 mos
UBS Financial Services INC.Broker
January 2003 - April 2008 · 5 yrs 3 mos
Salomon Smith Barney INC.Broker
January 1999 - February 2003 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1995 - January 1999 · 3 yrs 8 mos
Smith Barney INC.Broker
March 1995 - May 1995 · 2 mos
Smith Barney INC.Broker
March 1994 - January 1995 · 10 mos
State Registrations7 states
CAFLNJNVNYPAVA
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.