KY
KY

Kateryna Yergina

8 Years of Experience
Melbourne, FL
Broker

Kateryna Yergina is a registered investment advisor at Wells Fargo Advisors, based in Melbourne, FL, with 8 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

1499 S Harbor City Blvd 201, 2nd Fl, Melbourne, FL, 32901

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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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Other Business Activities

Kateryna owns multiple rental properties in Hilton Head Island and Indialantic, FL. She spends minimal time per month on maintenance and landlord duties.

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
Wells Fargo Advisors
March 2018 - October 2024 · 6 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
June 2017 - October 2024 · 7 yrs 4 mos
State Registrations31 states
ALCACTDCFLGAHIILINKYLAMAMDMEMIMNMOMTNCNJNYOKORPASCTNTXUTVAWAWI
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.
Kateryna Yergina - Financial Advisor | TrueAdvisor