BR
BR

Brian Ruziecki

15 Years of Experience
Irvine, CA
1 DisclosureBroker

Brian Ruziecki is a registered investment advisor at Wells Fargo Advisors, based in Irvine, CA, with 15 years of industry experience. Brian 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.

Loading...

Location

5 Park Plaza 19th & 20th Fls, [Lt/Sb/Sg-Rbo], Irvine, CA, 92614

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2022
Denied
Other Business Activities

Brian is a silent partner with 5% ownership in Bowlus Vineyards LLC, a family wine business, dedicating minimal time. He also owns 100% of Addio, LLC with his spouse, purchasing land to hold in the LLC, and spends minimal time on this activity.

Employment History
Current Registrations
Wells Fargo Advisors
February 2018 - Present · 8 yrs 8 mos
Wells Fargo Clearing Services, LLCBroker
July 2011 - Present · 15 yrs 3 mos
State Registrations15 states
ARAZCAFLIDKYMANENVNYSCTXVAWAWI
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.
More Advisors