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Christopher Calabrese

30 Years of Experience
Bethesda, MD
2 DisclosuresBroker

Christopher Calabrese is a 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

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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
January 2013
Settled
Customer Dispute
December 1998
Settled
Other Business Activities

Christopher is a distributor for Young Living, selling essential oils, and spends minimal time on this activity. He also owns rental properties and Cara4BoysFinancial LLC, dedicating a few hours per week to these investment-related activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - April 2024 · 20 yrs 9 mos
Wells Fargo Advisors
July 2003 - April 2024 · 20 yrs 9 mos
Prudential Securities Incorporated
July 2002 - July 2003 · 1 yr
Prudential Securities IncorporatedBroker
April 2000 - July 2003 · 3 yrs 3 mos
Salomon Smith Barney INC.Broker
February 1996 - April 2000 · 4 yrs 2 mos
State Registrations27 states
AZCACOCTDEFLGAILMAMDMEMONCNHNJNMNVNYOHORPARISCTNTXVAWA
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.