BC
BC
Brett Canarelli
25 Years of Experience
Clermont, FL
3 DisclosuresBroker
Brett Canarelli is a registered investment advisor at Wells Fargo Advisors, based in Clermont, FL, with 25 years of industry experience. Brett 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B
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
726 E Hwy 50, Clermont, FL, 34711
Get directionsHistory
Regulatory History (3)
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
November 2013Denied
Customer Dispute
October 2013Denied
Customer Dispute
July 2013Settled
Employment History
Current Registrations
Wells Fargo Advisors
April 2025 - Present · 1 yr 6 mos
Wells Fargo Clearing Services, LLCBroker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
J.P. Morgan Securities LLC
September 2013 - April 2025 · 11 yrs 7 mos
J.P. Morgan Securities LLCBroker
August 2013 - April 2025 · 11 yrs 8 mos
Fifth Third Securities, INC.
March 2012 - August 2013 · 1 yr 5 mos
Fifth Third Securities, INC.Broker
March 2012 - August 2013 · 1 yr 5 mos
Nbc Securities, INC.
April 2011 - March 2012 · 11 mos
Nbc Securities, INC.Broker
March 2011 - March 2012 · 1 yr
Infinex Investments, INC.
February 2006 - March 2011 · 5 yrs 1 mo
Infinex Investments, INC.Broker
February 2006 - March 2011 · 5 yrs 1 mo
VALIC Financial Advisors, INC.
February 2004 - February 2006 · 2 yrs
VALIC Financial Advisors, INC.Broker
May 2003 - February 2006 · 2 yrs 9 mos
Charles Schwab & CO., INC.Broker
September 1999 - May 2002 · 2 yrs 8 mos
State Registrations22 states
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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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