Bryan Fazio
Bryan Fazio is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Ponte Vedra, FL, with 28 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
90 FORT WADE ROAD, SUITEuite 100, [Office of Convenience], Ponte Vedra, FL, 32081
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2015Other Business Activities
Bryan owns 100% of Fazio Asset Management, LLC, and is transitioning to Finet Practice. This activity takes up more than full-time hours.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Morgan Stanley Dw INC.Broker
Putnam Mutual Funds CORP.Broker
State Registrations19 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.
Exams
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