Carlos Menicucci
Carlos Menicucci is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Worth, TX, with 11 years of industry experience. Carlos 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
201 Main St 4th Fl, [Te-Rbo], Fort Worth, TX, 76102
Get directionsHistory
Regulatory History (1)
Financial
December 2021Other Business Activities
Carlos works as an advisory representative of a registered investment advisor, spending about a quarter of his time on investment-related activities. He also works as a QA consultant for an IT services company, dedicating about half his time to this role.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
TD Ameritrade, INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
TD Ameritrade, INC.Broker
State Registrations3 states
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
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