Allen Lovejoy
Allen Lovejoy is a CFA-designated registered investment advisor at Wells Fargo Advisors, based in Greenwich, CT, with 46 years of industry experience. Allen 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 Lafayette Pl, Greenwich, CT, 06830
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2012Customer Dispute
July 2011Customer Dispute
May 1999Other Business Activities
Allen is part owner of Lovejoy Family LLC, co-trustee for his sister's trust, and trustee for his brother's trust. These activities are investment-related and require minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Lehman Brothers Kuhn Loeb IncorporatedBroker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Fahnestock & CO.Broker
State Registrations40 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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