RI
RI

Razvan Ilie

10 Years of Experience
Vero Beach, FL
Broker

Razvan Ilie is a registered investment advisor at Wells Fargo Advisors, based in Vero Beach, FL, with 10 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

2770 Indian River Blvd, Suite 303, [Office of Convenience], Vero Beach, FL, 32960

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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

Razvan has 100% ownership in Vero Beach Sportiv LLC, dedicating about a quarter of his time to it, including during trading hours. He also owns rental property, spending minimal time on it.

Employment History
Current Registrations
Wells Fargo Advisors
March 2022 - Present · 4 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2022 - Present · 4 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2015 - March 2022 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2015 - March 2022 · 6 yrs 6 mos
Heidtke & Company, INC.Broker
September 2008 - February 2009 · 5 mos
State Registrations13 states
AZCACTDCDEFLMANCNJNYPAVAWA
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.