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Thomas Fautrel

22 Years of Experience
Bethesda, MD
Broker

Thomas Fautrel is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 22 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

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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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

Thomas has ownership stakes in several investment-related entities, including Seventy2 Capital Wealth Management LLC, Seventy2 Legacy Partner LLC, Seventy2 Holdings LLC, 72 Growth Partners LLC, and 7200 Tax Partners LLC (a CPA firm). He dedicates full-time hours to Seventy2 Capital Wealth Management LLC, Seventy2 Legacy Partner LLC, and Seventy2 Holdings LLC, about a few hours per week to 72 Growth Partners LLC, and about a quarter of his time to 7200 Tax Partners LLC.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2016 - Present · 9 yrs 7 mos
Wells Fargo Advisors
December 2016 - Present · 9 yrs 7 mos
Previous Registrations
Morgan Stanley
September 2011 - December 2016 · 5 yrs 3 mos
Morgan StanleyBroker
September 2011 - December 2016 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2007 - September 2011 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2007 - September 2011 · 4 yrs 7 mos
A. G. Edwards & Sons, INC.
March 2004 - February 2007 · 2 yrs 11 mos
A. G. Edwards & Sons, INC.Broker
February 2004 - February 2007 · 3 yrs
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Thomas Fautrel - Financial Advisor | TrueAdvisor