SB
CFP
SB
CFP

Stephen Breig

28 Years of Experience
San Antonio, TX
Broker

Stephen Breig is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Antonio, TX, 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

16414 San Pedro Ave, Suite 355 3rd Fl, San Antonio, TX, 78232

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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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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2025 - Present · 7 mos
Wells Fargo Advisors
October 2025 - Present · 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2014 - October 2025 · 11 yrs 1 mo
Wells Fargo Advisors
September 2014 - October 2025 · 11 yrs 1 mo
UBS Financial Services INC.Broker
September 2008 - October 2014 · 6 yrs 1 mo
UBS Financial Services INC.
September 2008 - October 2014 · 6 yrs 1 mo
Citigroup Global Markets INC.Broker
October 2000 - September 2008 · 7 yrs 11 mos
Citigroup Global Markets INC.
October 2000 - September 2008 · 7 yrs 11 mos
Banc of America Investment Services, INC.Broker
April 1999 - October 2000 · 1 yr 6 mos
Ba Investment Services, INC.Broker
January 1998 - April 1999 · 1 yr 3 mos
Fidelity Brokerage Services, INC.Broker
December 1996 - January 1997 · 1 mo
State Registrations31 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.