BA
BA

Brandon Abbe

29 Years of Experience
Bohemia, NY
1 DisclosureBrokerSells Insurance

Brandon Abbe is a registered investment advisor at Wells Fargo Advisors, based in Bohemia, NY, with 29 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

630 Johnson Ave, Suite 103, Bohemia, NY, 11716

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History

Regulatory History (1)
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
June 2006
Denied
Other Business ActivitiesSells Insurance

Brandon has 100% ownership with his spouse in Melville Wealth Management LLC since 2014, dedicating minimal time. He also has 100% ownership in D&B Insurance Brokerage Inc. since 2014, spending a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
October 2014 - Present · 11 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 2014 - Present · 12 yrs
Previous Registrations
Morgan StanleyBroker
June 2009 - June 2014 · 5 yrs
Morgan Stanley Smith Barney LLC
June 2009 - December 2010 · 1 yr 6 mos
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
February 2003 - January 2008 · 4 yrs 11 mos
UBS Painewebber INC.Broker
August 2000 - February 2003 · 2 yrs 6 mos
MML Investors Services, INC.Broker
December 1996 - July 2000 · 3 yrs 7 mos
State Registrations23 states
ALAZCACOCTDEFLGAILINMAMDMINCNJNYORPASCTXUTVAWI
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.
Brandon Abbe - Financial Advisor | TrueAdvisor