Michael Mercado
Michael Mercado is a registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, 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
1850 Mt Diablo Blvd, Ste 225, [Satellite], Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business Activities
Michael owns 100% of Milaro Invesments, LLC, an investment-related business. This takes nearly full-time, with a few hours per week spent during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations22 states
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.