Stephen Meli is a registered investment advisor at Wells Fargo Advisors, based in Westlake Village, CA, with 24 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
200 N Westlake Blvd, Ste 202, Westlake Village, CA, 91362
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen has 100% ownership in SRM Strategies, Inc. and 42% ownership in Westlake Private Wealth Management, dedicating minimal time and full-time hours respectively. He also serves as Vice-President of Newbury Park High School Baseball Booster Club, spending a few hours per week on related activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations40 states
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