TH
TH
Tracy Hoben-Shelkin
26 Years of Experience
Alexandria, VA
4 DisclosuresBroker
Tracy Hoben-Shelkin is a registered investment advisor at Wells Fargo Advisors, based in Alexandria, VA, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...
Location
1900 Duke Street, 200 2nd Fl, Alexandria, VA, 22314
Get directionsHistory
Regulatory History (4)
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.
Financial
November 2019Final
Financial
October 2019Final
Financial
September 2019Final
Financial
August 2019Final
Other Business Activities
Tracy serves as a representative payee for her sister, a non-investment related activity. This requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
April 2025 - Present · 1 yr 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2025 - Present · 1 yr 5 mos
Previous Registrations
Wells Fargo Advisors
January 2008 - April 2025 · 17 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - April 2025 · 17 yrs 3 mos
A. G. Edwards & Sons, INC.
September 2005 - January 2008 · 2 yrs 4 mos
A. G. Edwards & Sons, INC.Broker
November 1999 - January 2008 · 8 yrs 2 mos
State Registrations48 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSLAMAMDMEMIMNMOMSMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.