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Brian D'amico

30 Years of Experience
Wayne, PA
2 DisclosuresBroker

Brian D'amico is a registered investment advisor at Wells Fargo Advisors, based in Wayne, PA, with 30 years of industry experience. Brian 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

955 Chesterbrook Blvd 3rd Fl, [L1-Rbo], Wayne, PA, 19087

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History

Regulatory History (2)
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 2003
Denied
Criminal
May 1991
Final Disposition
Employment History
Current Registrations
Wells Fargo Advisors
June 2003 - Present · 23 yrs 4 mos
Wells Fargo Clearing Services, LLC
October 2000 - Present · 26 yrs
Wells Fargo Clearing Services, LLCBroker
October 2000 - Present · 26 yrs
Previous Registrations
First Union Brokerage Services, INC.Broker
May 1998 - October 2000 · 2 yrs 5 mos
Liberty Securities CorporationBroker
April 1997 - May 1998 · 1 yr 1 mo
American Express Financial Advisors INC.Broker
August 1995 - February 1997 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
August 1995 - February 1997 · 1 yr 6 mos
State Registrations41 states
ALARAZCACOCTDCDEFLGAIAIDILINLAMAMDMEMIMONCNHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWIWVWY
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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