Innokentii Panteleev is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 9 years of industry experience. Innokentii 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
1 Penn Plz Fl 27, New York, NY, 10119
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Innokentii is the treasurer of a condo association, spending a few hours per week outside of trading hours. He also owns a for-profit sole proprietorship involved in e-commerce, selling retail products online, dedicating a few hours per week to this endeavor.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations14 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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