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Steele Skibisky

27 Years of Experience
Avon, CT
2 DisclosuresBroker

Steele Skibisky is a registered investment advisor at Wells Fargo Advisors, based in Avon, CT, with 27 years of industry experience. Steele is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4242 advisors
IM Fee
Planning only
Assets Under Management
$252.3B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

55 Nod Rd, Avon, CT, 06001

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2012
Denied
Customer Dispute
February 2008
Denied
Other Business Activities

Steele has a 33.33% ownership in Towermark Wealth Management LLC and 100% ownership in KNB Limited, both investment-related. Both activities take a full-time commitment.

Employment History
Current Registrations
Wells Fargo Advisors
July 2018 - Present · 8 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2018 - Present · 8 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2003 - July 2018 · 15 yrs
Wells Fargo Clearing Services, LLCBroker
July 2003 - July 2018 · 15 yrs
Prudential Securities Incorporated
September 1999 - July 2003 · 3 yrs 10 mos
Prudential Securities IncorporatedBroker
May 1999 - July 2003 · 4 yrs 2 mos
State Registrations29 states
AZCACOCTDCDEFLGAILMAMDMEMINCNHNJNMNYOHORPARISCTNTXVAVTWAWV
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.
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