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Hany Elhelw
30 Years of Experience
Hillside, NJ
3 DisclosuresBroker
Hany Elhelw is a registered investment advisor at Wells Fargo Advisors, based in Hillside, NJ, with 30 years of industry experience. Hany 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
1221 Liberty Ave, Hillside, NJ, 07205
Get directionsHistory
Regulatory History (3)
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
December 2003Settled
Customer Dispute
November 2002Denied
Customer Dispute
March 2000Settled
Employment History
Current Registrations
Wells Fargo Advisors
January 2004 - Present · 22 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
September 2001 - Present · 25 yrs 1 mo
Previous Registrations
Prudential Securities IncorporatedBroker
November 1998 - July 2001 · 2 yrs 8 mos
Painewebber IncorporatedBroker
September 1995 - December 1998 · 3 yrs 3 mos
State Registrations15 states
AZCADEFLGAMAMTNCNJNYPASCTXVAWA
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.