DM
DM

Dante Milanesi

5 Years of Experience
Houston, TX
Broker

Dante Milanesi is a registered investment advisor at Wells Fargo Advisors, based in Houston, TX, with 5 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

455 E Medical Center Blvd, Ste 115, Houston, TX, 77598

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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

Dante works as a financial advisor for MDT Financial Advisors LLC, a fee-only RIA. This activity takes more than full-time, with 130 hours during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
February 2023 - Present · 3 yrs 7 mos
Wells Fargo Advisors
February 2023 - Present · 3 yrs 7 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
January 2021 - January 2022 · 1 yr
Wells Fargo Advisors Financial Network, LLCBroker
December 2019 - January 2022 · 2 yrs 1 mo
State Registrations1 state
TX
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.