Brian Rex is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Albany, NY, with 26 years of industry experience. Brian 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
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
4 Tower Pl, Fl 9, Albany, NY, 12203
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2006Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations19 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.
Exams
More Advisors
- Robert BarberisWells Fargo Advisors
- Samuel MaltbieWells Fargo Advisors
- Eric WendlingWells Fargo Advisors
- James LennonWells Fargo Advisors
- Joseph Gravini, CFPWells Fargo Advisors
- Sean Leonard, CFACerity Partners LLC