NM
NM

Nancy Meade

14 Years of Experience
Old Greenwich, CT
Broker

Nancy Meade is a registered investment advisor at Wells Fargo Advisors, based in Old Greenwich, CT, with 14 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

1700 E Putnam Ave, Ste 200, Old Greenwich, CT, 06870

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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
March 2026 - Present · 6 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2026 - Present · 6 mos
Previous Registrations
Wells Fargo Advisors
May 2016 - March 2026 · 9 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
May 2016 - March 2026 · 9 yrs 10 mos
Morgan Stanley
July 2012 - May 2016 · 3 yrs 10 mos
Morgan StanleyBroker
September 2011 - May 2016 · 4 yrs 8 mos
State Registrations34 states
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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.