Michael Shear
Michael Shear is a registered investment advisor at Wells Fargo Advisors, based in Aventura, FL, with 56 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
Aventura, FL
Get directionsHistory
Regulatory History (2)
Regulatory
July 2004Customer Dispute
October 1999Other Business Activities
Michael is the trustee of his spouse's trust and the Shear Wealth Management 401k, dedicating minimal time to each. He also owns 100% of Shear Wealth Management Inc., spending significantly more than full-time hours on it.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
Halle & Stieglitz, Filor Bullard, INC.Broker
State Registrations35 states
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