Fredric Gesten
Fredric Gesten is a registered investment advisor at Wells Fargo Advisors, based in Naples, FL, with 46 years of industry experience. Fredric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B 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
5811 Pelican Bay Blvd, Ste 600, Naples, FL, 34108
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 1994Employment Separation After Allegations
May 1994Customer Dispute
January 1989Other Business Activities
Fredric is a co-trustee for his son, an investment-related activity, since 1993, dedicating minimal time. He also works as a substitute teacher for the Broward School System since 2022, spending a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 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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