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Nathalie Remillard

27 Years of Experience
Naples, FL
Broker

Nathalie Remillard is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 27 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

5811 Pelican Bay Blvd, Ste 600, Naples, FL, 34108

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2024 - Present · 1 yr 6 mos
Wells Fargo Advisors
November 2024 - Present · 1 yr 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
March 2019 - November 2024 · 5 yrs 8 mos
Wells Fargo Advisors
March 2019 - November 2024 · 5 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2018 - March 2019 · 4 mos
Wells Fargo Advisors Financial Network, LLC
November 2018 - March 2019 · 4 mos
Wells Fargo Clearing Services, LLCBroker
September 2014 - November 2018 · 4 yrs 2 mos
Wells Fargo Clearing Services, LLC
September 2014 - November 2018 · 4 yrs 2 mos
RBC Capital Markets, LLC
May 2009 - October 2014 · 5 yrs 5 mos
RBC Capital Markets, LLCBroker
May 2009 - October 2014 · 5 yrs 5 mos
UBS Financial Services INC.
June 2008 - May 2009 · 11 mos
UBS Financial Services INC.Broker
August 2006 - May 2009 · 2 yrs 9 mos
Piper Jaffray & CO.Broker
May 2006 - August 2006 · 3 mos
Vsr Financial Services, INC.Broker
January 2004 - April 2006 · 2 yrs 3 mos
New England SecuritiesBroker
October 2003 - December 2003 · 2 mos
Berthel, Fisher & Company Financial Services, INC.Broker
January 2002 - September 2003 · 1 yr 8 mos
U.S. Bancorp Piper Jaffray INC.Broker
March 1998 - October 2001 · 3 yrs 7 mos
Smith Barney INC.Broker
March 1997 - June 1997 · 3 mos
State Registrations44 states
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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.