AC
CFP
AC
CFP
Anthony Collora
30 Years of Experience
Bethesda, MD
1 DisclosureBroker
Anthony Collora is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 30 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
November 2001Denied
Other Business Activities
Anthony is the 100% owner of AJC Wealth Management Inc, a personal S corp for individual tax planning purposes. He spends minimal time on this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
March 2025 - Present · 1 yr 2 mos
Wells Fargo Advisors
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Wells Fargo Advisors
October 2003 - March 2025 · 21 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
October 2000 - March 2025 · 24 yrs 5 mos
First Union Brokerage Services, INC.Broker
August 1996 - October 2000 · 4 yrs 2 mos
Wma Securities, INC.Broker
October 1995 - September 1996 · 11 mos
Metlife Securities INC.Broker
May 1995 - June 1995 · 1 mo
Metropolitan Life Insurance CompanyBroker
May 1995 - June 1995 · 1 mo
State Registrations5 states
DEFLNJNYPA
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.