Steven Nadell
Steven Nadell is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 26 years of industry experience. Steven 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
280 Park Ave 27th & 29th Fls, New York, NY, 10017
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2013Other Business Activities
Steven has an inactive CPA license and serves as trustee for his parents since 2000, requiring minimal time. He also acts as co-executor for his mother-in-law's estate since late 2023, dedicating minimal time to this role.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations27 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
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