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Michael Squellati

28 Years of Experience
Los Angeles, CA
5 DisclosuresBroker

Michael Squellati is a registered investment advisor at Wells Fargo Advisors, based in Los Angeles, CA, with 28 years of industry experience. Michael 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

10877 Wilshire Blvd, Ste 1700, Los Angeles, CA, 90024

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History

Regulatory History (5)
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.
Employment Separation After Allegations
December 2014
Customer Dispute
December 2009
Settled
Employment Separation After Allegations
March 2001
Customer Dispute
December 2000
Settled
Regulatory
July 2000
Final
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
July 2026 - Present · 3 mos
Wells Fargo Advisors
July 2026 - Present · 3 mos
Previous Registrations
Oppenheimer & CO. INC.
January 2015 - July 2026 · 11 yrs 6 mos
Oppenheimer & CO. INC.Broker
January 2015 - July 2026 · 11 yrs 6 mos
UBS Financial Services INC.Broker
May 2008 - December 2014 · 6 yrs 7 mos
UBS Financial Services INC.
May 2008 - December 2014 · 6 yrs 7 mos
Bear, Stearns & CO. INC.
August 2001 - May 2008 · 6 yrs 9 mos
Bear, Stearns & CO. INC.Broker
May 2001 - May 2008 · 7 yrs
Prudential Securities IncorporatedBroker
October 1997 - April 2001 · 3 yrs 6 mos
State Registrations32 states
AZCACOCTDCDEFLGAHIIDILINMDMIMTNCNENJNMNVNYOHOKORPARISDTNTXUTVAWA
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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