DD
CFP
DD
CFP

David Drogon

17 Years of Experience
Chatham, NJ
Broker

David Drogon is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 17 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

19 Center St, Chatham, NJ, 07928

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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

David has 100% ownership in Drogon Family Enterprises since 2022, which is investment-related. He spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2022 - Present · 4 yrs
Wells Fargo Advisors
May 2022 - Present · 4 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2011 - May 2022 · 10 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
November 2011 - May 2022 · 10 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2009 - November 2011 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2009 - November 2011 · 2 yrs 3 mos
Edward Jones
September 2008 - September 2009 · 1 yr
Edward JonesBroker
August 2008 - September 2009 · 1 yr 1 mo
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.
David Drogon - Financial Advisor | TrueAdvisor