TrueAdvisor
TrueAdvisor
MB
CFP
MB
CFP

Mark Brellis

Wells Fargo Advisors
30 Years of Experience
Woodbury, NY
1 DisclosureBroker
View SEC Summary
View SEC Summary

Mark Brellis is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Woodbury, NY, with 30 years of industry experience. Mark 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.

Wells Fargo Advisors
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.

View Full SEC Brochure

Location

88 Froehlich Farm Blvd, Woodbury, NY, 11797

Get directions

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.
Criminal
December 1987
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
July 2021 - Present · 5 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
March 2021 - Present · 5 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
March 2012 - March 2021 · 9 yrs
Ameriprise Financial Services, INC.
March 2012 - December 2014 · 2 yrs 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2012 · 2 yrs 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2007 - April 2007 · 2 mos
Morgan Stanley Dw INC.Broker
May 1996 - April 2007 · 10 yrs 11 mos
State Registrations14 states
AZCACOFLGAILMDNCNJNYPASCTXVA
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.
More Advisors
More financial advisors in Woodbury, NY →All financial advisors in New York →
Mark Brellis - Financial Advisor | TrueAdvisor