Dean Vetsikas is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Radnor, PA, with 20 years of industry experience. Dean 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
150 N Radnor-Chester Rd, Ste A100, Radnor, PA, 19087
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Regulatory History
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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Dean co-owns rental property in Philadelphia and is involved since 2009, dedicating minimal time. He also has ownership stakes in SnapSlide Feeder Fund, LLC, SnapSlide, LLC, and CleanCoating Feeder LLC, with varying levels of involvement and time commitment.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
State Registrations25 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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