HM
CFP
HM
CFP

Heidi Muccifori

22 Years of Experience
Short Hills, NJ
Broker

Heidi Muccifori is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Short Hills, NJ, with 22 years of industry experience. Heidi 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

51 John F Kennedy Pkwy 5th Fl, Office Center at Short Hills, Short Hills, NJ, 07078

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Heidi co-owns HNM Moose, Inc. with her spouse, reselling children's items and dedicating minimal time to it. She is also a co-trustee for a close friend's daughter, spending minimal time on this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
July 2021 - Present · 5 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Hightower Advisors, LLC
August 2019 - June 2021 · 1 yr 10 mos
Hightower Securities, LLCBroker
May 2019 - June 2021 · 2 yrs 1 mo
Macquarie Capital (USA) INC.Broker
July 2009 - July 2018 · 9 yrs
Banc of America Securities LLCBroker
October 2004 - May 2009 · 4 yrs 7 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
June 2000 - July 2002 · 2 yrs 1 mo
State Registrations35 states
AKAZCACOCTDCDEFLGAILKYLAMAMDMEMIMNMOMTNCNHNJNVNYOHORPARISCTXVAVTWAWIWY
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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