SG
SG

Summer Gigliotti

15 Years of Experience
Bethesda, MD
Broker

Summer Gigliotti is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 15 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

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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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

Summer owns rental property in East Norwalk, CT with her spouse since 2005, dedicating minimal time. She is also a head coach for multiple lacrosse clubs, spending about 10-20% of her time on each during the season, and owns SAAAAG LLC with her spouse to hold rental property and facilitate coaching funds.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2024 - Present · 1 yr 11 mos
Wells Fargo Advisors
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
August 2014 - June 2024 · 9 yrs 10 mos
Wells Fargo Advisors
August 2014 - June 2024 · 9 yrs 10 mos
Morgan Stanley
June 2012 - August 2014 · 2 yrs 2 mos
Morgan StanleyBroker
April 2012 - August 2014 · 2 yrs 4 mos
UBS Financial Services INC.Broker
November 2010 - March 2012 · 1 yr 4 mos
State Registrations43 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.
Summer Gigliotti - Financial Advisor | TrueAdvisor