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Bryan Misajon

28 Years of Experience
Santa Ana, CA
Broker

Bryan Misajon is a registered investment advisor at Wells Fargo Advisors, based in Santa Ana, CA, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1551 N Tustin Ave, Ste 100, Santa Ana, CA, 92705

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Bryan is the trustee for a grandparent's trust and owns Misajon Wealth Management and Mt. Darwin LLC. These activities require minimal time commitment.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2017 - Present · 9 yrs
Wells Fargo Advisors
May 2017 - Present · 9 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - May 2017 · 13 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2003 - May 2017 · 13 yrs 10 mos
Prudential Securities IncorporatedBroker
July 2002 - July 2003 · 1 yr
Prudential Securities Incorporated
July 2002 - July 2003 · 1 yr
Salomon Smith Barney INC.
November 1998 - July 2002 · 3 yrs 8 mos
Salomon Smith Barney INC.Broker
July 1998 - July 2002 · 4 yrs
John Hancock Distributors, INC.Broker
September 1997 - August 1998 · 11 mos
State Registrations17 states
AZCACOFLGAHIIDINMSNCNVOHORTNTXUTWA
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.
Bryan Misajon - Financial Advisor | TrueAdvisor