BR
BR

Brian Rudenberg

13 Years of Experience
Miami, FL
1 DisclosureBroker

Brian Rudenberg is a registered investment advisor at Wells Fargo Advisors, based in Miami, FL, with 13 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.

Loading...

Location

3250 Mary Street Ste 206, 2nd Fl, Miami, FL, 33133

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.
Criminal
December 2008
Final Disposition
Other Business Activities

Brian has 31% ownership in BARBGR, LLC, spending full-time hours per month with a few hours per week during trading. He also has 100% ownership in BMANINVESTMENTS, LLC, but spends no time on it, and is a co-trustee for BARBGR 401K, spending minimal time per month.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
June 2020 - Present · 6 yrs 3 mos
Wells Fargo Advisors
June 2020 - Present · 6 yrs 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2013 - June 2020 · 7 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
June 2012 - June 2020 · 8 yrs
State Registrations29 states
ARAZCACOCTDCFLGAIDILLAMAMDMEMONCNJNVNYOHPASCSDTNTXUTVAVirgin IslandsWA
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.