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Sandra Serrano

19 Years of Experience
El Paso, TX
Broker

Sandra Serrano is a registered investment advisor at Wells Fargo Advisors, based in El Paso, TX, with 19 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

201 E. Main, Ste 1303, El Paso, TX, 79901

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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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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2025 - Present · 8 mos
Wells Fargo Advisors
September 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2021 - December 2024 · 3 yrs 8 mos
Wells Fargo Advisors
April 2021 - December 2024 · 3 yrs 8 mos
Wells Fargo Clearing Services, LLC
August 2016 - November 2020 · 4 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
September 2011 - November 2020 · 9 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2010 - September 2011 · 1 yr 2 mos
Chase Investment Services CORP.Broker
August 2005 - June 2010 · 4 yrs 10 mos
State Registrations24 states
AKALARAZCACOIAIDILINMDMIMONMNVNYOHORPASCTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Sandra Serrano - Financial Advisor | TrueAdvisor