NA
CFP
NA
CFP

Nelrae Ali

24 Years of Experience
Jacksonville, FL
Broker

Nelrae Ali is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, 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
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

10752 Deerwood Park Blvd, Suite 100, Jacksonville, FL, 32256

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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

Nelrae is a math tutor for The Yield Foundation, dedicating minimal time. She also has 100% ownership of Pasha Ali Wealth Management, LLC and 34% ownership of Array Private Investment Advisory Group, dedicating full-time hours to each.

Employment History
Current Registrations
Wells Fargo Advisors
October 2023 - Present · 2 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC
October 2023 - Present · 2 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2013 - October 2023 · 10 yrs 5 mos
Wells Fargo Clearing Services, LLC
May 2013 - October 2023 · 10 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - May 2013 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - May 2013 · 3 yrs 7 mos
Banc of America Investment Services, INC.
March 2003 - October 2009 · 6 yrs 7 mos
Banc of America Investment Services, INC.Broker
October 2001 - October 2009 · 8 yrs
State Registrations35 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.
Nelrae Ali - Financial Advisor | TrueAdvisor