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Allan Barasch

13 Years of Experience
Rochester, NY
Broker

Allan Barasch is a registered investment advisor at Wells Fargo Advisors, based in Rochester, NY, 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.

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Location

572 Titus Ave, Rochester, NY, 14617

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Allan owns 152 Associates, an investment-related business, since 2020. He dedicates significantly more than full-time hours per month to this venture, with a minimal amount of time spent during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors
June 2016 - Present · 9 yrs 11 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
September 2014 - June 2016 · 1 yr 9 mos
Wells Fargo Advisors, LLCBroker
August 2014 - June 2016 · 1 yr 10 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2013 - August 2014 · 1 yr 5 mos
State Registrations6 states
FLMONJNYPASC
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.