Margaret Bordoni
Margaret Bordoni is a registered investment advisor at Wells Fargo Advisors, based in St. Louis, MO, with 13 years of industry experience. Margaret 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
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
One N Jefferson Ave, St. Louis, MO, 63103
Get directionsHistory
Regulatory History (4)
Financial
December 2017Financial
December 2017Financial
November 2017Financial
May 2017Other Business Activities
Margaret has ownership in Bordoni Enterprise LLC, Craldoni Properties LLC, and rental property, all investment-related. She is also a distributor for Young Living Essential Oils, a secretary for Pride Kids Sports Booster Club, and a shopper for Instacart.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLCBroker
First Clearing, LLCBroker
State Registrations2 states
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
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