AG
CFP
AG
CFP

Alfonso Gialanella

28 Years of Experience
Warren, NJ
1 DisclosureBroker

Alfonso Gialanella is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Warren, NJ, 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

58 Mount Bethel Road, Suite 204, Warren, NJ, 07059

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History

Regulatory History (1)
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Customer Dispute
September 2019
Award / Judgment
Other Business Activities

Alfonso is a co-trustee for his parents' trust since 2002, spending minimal time on it. He also works as a firefighter and owns 100% of AGI Management Inc, an S-Corp for Finet Business.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
January 2025 - Present · 1 yr 4 mos
Wells Fargo Advisors
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - January 2025 · 21 yrs 6 mos
Wells Fargo Advisors
July 2003 - January 2025 · 21 yrs 6 mos
Prudential Securities Incorporated
August 2000 - July 2003 · 2 yrs 11 mos
Prudential Securities IncorporatedBroker
June 1998 - July 2003 · 5 yrs 1 mo
A.S. Goldmen & CO., INC.Broker
January 1998 - June 1998 · 5 mos
State Registrations15 states
CADCFLHIMAMTNCNJNYORPARISCTXVA
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.