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Steven Majoris

12 Years of Experience
Charlotte, NC

Steven Majoris is a registered investment advisor at Wells Fargo Investment Institute, INC., based in Charlotte, NC, with 12 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,594 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
IM Fee
Planning only
Assets Under Management
$40.8B

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

550 S Tryon St, Charlotte, NC, 28202

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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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Employment History
Current Registrations
Wells Fargo Investment Institute, INC.
November 2025 - Present · 6 mos
Previous Registrations
Advisors Asset Management, INC.
December 2014 - November 2025 · 10 yrs 11 mos
Advisors Asset Management, INC.Broker
December 2014 - November 2025 · 10 yrs 11 mos
Ic Advisory Services, INC.
January 2014 - October 2014 · 9 mos
The Investment Center, INC.Broker
December 2013 - October 2014 · 10 mos
State Registrations1 state
NC
Advisor

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.
Steven Majoris - Financial Advisor | TrueAdvisor