Susan Ellena is a registered investment advisor at Wells Fargo Advisors, based in Irvine, CA, with 45 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B 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
7700 Irvine Center Dr, Ste 520, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Susan co-owns PTI Sand and Gravel Inc. and General Aggregate Supply Inc. with her spouse, spending minimal time on each. She also has ownership stakes in JAEJ Group, LLC and CMBL Group Inc., dedicating minimal time to each.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Rooney, Pace INC.Broker
J. David Securities, INC.Broker
Painewebber IncorporatedBroker
State Registrations13 states
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