David Allegretto
David Allegretto is a registered investment advisor at Wells Fargo Advisors, based in Ocean City, NJ, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
800 Asbury Ave, Ocean City, NJ, 08226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David receives renewal commissions for Mass Mutual life, disability, and long-term care insurance, dedicating minimal time to this activity. He also owns 4% of Fortress Financial, LLC, spending nearly full-time hours there, and is a finance committee member for Landmark Church, spending minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations30 states
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