AS
AS

Andrea Sperduto

25 Years of Experience
San Diego, CA
Broker

Andrea Sperduto is a registered investment advisor at Wells Fargo Advisors, based in San Diego, CA, with 25 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

15373 Innovation Drive, Suite 100, San Diego, CA, 92128

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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

Andrea serves as power of attorney for her father in El Paso, TX, since April 2023. This requires minimal time commitment.

Employment History
Current Registrations
Wells Fargo Advisors
October 2023 - Present · 2 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2015 - October 2023 · 8 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
February 2015 - October 2023 · 8 yrs 8 mos
Morgan StanleyBroker
June 2009 - March 2015 · 5 yrs 9 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley Dw INC.Broker
March 2001 - April 2007 · 6 yrs 1 mo
State Registrations17 states
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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.