AH
CFP
AH
CFP
Adam Hecht
25 Years of Experience
East Providence, RI
1 DisclosureBroker
Adam Hecht is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in East Providence, RI, with 25 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
468 Warren Ave, 1st Fl, East Providence, RI, 02914
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2008Denied
Other Business Activities
Adam has a 50% ownership stake in commercial property in East Providence, RI, since 2025. He spends minimal time on this investment-related activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2025 - Present · 6 mos
Wells Fargo Advisors
November 2025 - Present · 6 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - November 2025 · 14 yrs 10 mos
Wells Fargo Advisors
January 2011 - November 2025 · 14 yrs 10 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2011 · 1 yr 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - January 2011 · 1 yr 7 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
September 2001 - April 2007 · 5 yrs 7 mos
Morgan Stanley Dw INC.Broker
November 2000 - April 2007 · 6 yrs 5 mos
State Registrations34 states
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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.