AG
CFP
AG
CFP

Antonio Gurrera

15 Years of Experience
New York, NY
Broker

Antonio Gurrera is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 15 years of industry experience. Antonio is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

767 5th Ave 33rd Fl, [Y2-Rbo], New York, NY, 10153

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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

Antonio works as a freelance wedding photographer and videographer since 2001. This activity, which is not investment-related, takes about 10-20% of his time.

Employment History
Current Registrations
Wells Fargo Advisors
July 2021 - Present · 5 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
TD Private Client Wealth LLC
October 2013 - August 2021 · 7 yrs 10 mos
TD Private Client Wealth LLCBroker
June 2013 - August 2021 · 8 yrs 2 mos
Syndicated Capital, INC.Broker
November 2010 - August 2012 · 1 yr 9 mos
State Registrations39 states
ARAZCACOCTDCDEFLGAHIIAIDILKSKYLAMAMDMEMNMOMSMTNCNHNJNVNYOHOKPARISCTNTXUTVAVTWA
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.
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