Michael Newark
Michael Newark is a registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, with 18 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
2033 N Main St Ste 800, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History (3)
Judgment / Lien
December 2024Judgment / Lien
March 2020Judgment / Lien
November 2015Other Business Activities
Michael is a notary public in California since 2008, dedicating about a quarter of his time, but none during trading hours. He also works in home health care for the elderly and is a food taster, dedicating minimal time to each.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
State Registrations23 states
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
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