Michael Tepperman
Michael Tepperman is a registered investment advisor at Wells Fargo Advisors, based in Fairfield, NJ, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
700 Route 46 E, [Satellite], Fairfield, NJ, 07004
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2011Customer Dispute
February 2001Other Business ActivitiesSells Insurance
Michael owns 50% of rental property in Fairfield, NJ and dedicates minimal time to it. He is also a 50% owner of CRT Private Wealth Management Inc., spending full-time hours there, and works as a financial advisor for Princeton Harriman Insurance Solutions, dedicating a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Ryan, Beck & CO., LLC.Broker
State Registrations30 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.