EG
EG

Eireni Girgis

9 Years of Experience
Chatham, NJ
Broker

Eireni Girgis is a registered investment advisor at Wells Fargo Advisors, based in Chatham, NJ, with 9 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

19 Center St, Chatham, NJ, 07928

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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 Advisors
October 2024 - Present · 1 yr 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
UBS Financial Services INC.
March 2024 - October 2024 · 7 mos
UBS Financial Services INC.Broker
March 2024 - October 2024 · 7 mos
Citigroup Global Markets INC.
October 2021 - April 2024 · 2 yrs 6 mos
Citigroup Global Markets INC.
June 2021 - October 2021 · 4 mos
Citigroup Global Markets INC.Broker
February 2021 - April 2024 · 3 yrs 2 mos
Santander Securities LLCBroker
April 2016 - September 2020 · 4 yrs 5 mos
State Registrations1 state
FL
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.