NS
CFP
NS
CFP

Norman Savin

53 Years of Experience
Gunnison, CO
Broker

Norman Savin is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Gunnison, CO, with 53 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.

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Location

Gunnison, CO

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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

Norman owns Andromeda Investments LLC for personal investments and Socratic Wealth Management LLC. He dedicates minimal time to Andromeda Investments and full-time hours to Socratic Wealth Management.

Employment History
Current Registrations
Wells Fargo Advisors
August 2012 - Present · 13 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2012 - Present · 14 yrs
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - August 2012 · 3 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2012 · 3 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
November 2002 - April 2007 · 4 yrs 5 mos
Morgan Stanley Dw INC.Broker
February 1988 - April 2007 · 19 yrs 2 mos
Shearson Lehman Hutton INC.Broker
February 1988 - April 1988 · 2 mos
E. F. Hutton & Company INCBroker
August 1972 - February 1988 · 15 yrs 6 mos
State Registrations15 states
AZCACOFLGAILMAMDNMORTNTXUTVAWI
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.