BH
BH

Brad Harte

25 Years of Experience
Pepper Pike, OH
1 DisclosureBroker

Brad Harte is a registered investment advisor at Wells Fargo Advisors, based in Pepper Pike, OH, with 25 years of industry experience. Brad 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

30050 Chagrin Blvd Ste 150, Pepper Pike, OH, 44124

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History

Regulatory History (1)
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.
Customer Dispute
February 2008
Settled
Employment History
Current Registrations
Wells Fargo Advisors
June 2003 - Present · 23 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
February 2001 - Present · 25 yrs 8 mos
Previous Registrations
Olde Discount CorporationBroker
April 2000 - August 2000 · 4 mos
State Registrations30 states
AZCACOCTDCDEFLGAILINLAMAMDMEMIMNMTNCNJNMNVNYOHORRISCTXVAWAWI
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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