Dennis Surmanek is a registered investment advisor at Wells Fargo Advisors, based in Staten Island, NY, 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
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
3871 Amboy Road, Unit 1, [Satellite], Staten Island, NY, 10308
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dennis is the Vice President of Staten Island BNI, spending minimal time attending weekly meetings. He also has 100% ownership of Denang Capital Corp, dedicating full-time hours, and is a trustee for Finet Practice PSP, spending a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations12 states
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