TP
CFP
TP
CFP

Thomas Palazzo

20 Years of Experience
Mclean, VA
Broker

Thomas Palazzo is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Mclean, VA, with 20 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

1676 International Drive Suite 610, Mclean, VA, 22102

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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 owns Thomas Palazzo Financial Advisor LLC DBA The Palazzo Company LLC. He dedicates full-time hours to this investment-related business.

Employment History
Current Registrations
Wells Fargo Advisors
July 2022 - Present · 3 yrs 10 mos
Wells Fargo Advisors Financial Network, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Morgan Stanley
July 2012 - August 2022 · 10 yrs 1 mo
Morgan StanleyBroker
July 2012 - August 2022 · 10 yrs 1 mo
Ameriprise Financial Services, INC.
September 2006 - July 2012 · 5 yrs 10 mos
Ameriprise Financial Services, INC.Broker
October 2005 - July 2012 · 6 yrs 9 mos
State Registrations7 states
DCFLMDNMNYVAWV
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.