MA
CFP
MA
CFP

Michael Anselmi

17 Years of Experience
Baltimore, MD
Broker

Michael Anselmi is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Baltimore, MD, with 17 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

100 Light Street, 13th Floor, Baltimore, MD, 21202

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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

Michael owns 100% of Anselmi Investment Advisory, LLC since 2019. He dedicates nearly full-time hours to this activity, including some time during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors
April 2019 - Present · 7 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
April 2019 - Present · 7 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
April 2019 - Present · 7 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2009 - April 2019 · 9 yrs 10 mos
Morgan StanleyBroker
June 2009 - April 2019 · 9 yrs 10 mos
Morgan Stanley & CO. Incorporated
November 2008 - June 2009 · 7 mos
Morgan Stanley & CO. IncorporatedBroker
October 2008 - June 2009 · 8 mos
State Registrations11 states
ARCADCDEFLMDNJNYPATXVA
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.
Michael Anselmi - Financial Advisor | TrueAdvisor