Marco Ugartechea is a registered investment advisor at Wells Fargo Advisors, based in Miami, FL, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
333 SE 2nd Ave 23rd Fl, [Icg & Rtg], Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marco works as a table busser at the Ultra Music Festival and owns multiple rental properties. He dedicates minimal time to these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
National Securities CorporationBroker
State Registrations23 states
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