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Rocco Bianchi

25 Years of Experience
Scottsdale, AZ
Broker

Rocco Bianchi is a registered investment advisor at Wells Fargo Advisors, based in Scottsdale, AZ, 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

6991 E Camelback Rd, Suite D200, Scottsdale, AZ, 85251

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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

Rocco has ownership in several real estate holding and rental properties, and is president of a homeowner's association. He is also transitioning to Finet Practice, dedicating full-time hours to Core Wealth Strategies, LLC and about a quarter of his time to Bianchi Wealth Management, LLC.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2023 - Present · 2 yrs 11 mos
Wells Fargo Advisors
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - June 2023 · 12 yrs 5 mos
Wells Fargo Clearing Services, LLC
January 2011 - June 2023 · 12 yrs 5 mos
Wells Fargo Investments, LLC
July 2009 - January 2011 · 1 yr 6 mos
Wells Fargo Investments, LLCBroker
June 2009 - January 2011 · 1 yr 7 mos
Banc of America Investment Services, INC.
June 2003 - June 2009 · 6 yrs
Banc of America Investment Services, INC.Broker
June 2003 - June 2009 · 6 yrs
Merrill Lynch Pierce Fenner & Smith INC.
January 2003 - June 2003 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2002 - June 2003 · 1 yr 4 mos
Wma Securities, INC.Broker
March 1997 - December 1998 · 1 yr 9 mos
State Registrations27 states
AKALAZCACODEFLILINMAMDMEMIMNMTNCNMNVNYORPASCTNTXWAWIWY
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.