Carl Trevisan
Carl Trevisan is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Alexandria, VA, with 45 years of industry experience. Carl 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
1900 Duke St Ste 100, Alexandria, VA, 22314
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2008Employment Separation After Allegations
April 2007Regulatory
February 2006Customer Dispute
September 2002Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Mclaughlin Ryder Advisory Services, LLC
Mclaughlin Ryder Investments, INC.Broker
Coburn & Meredith, INC.Broker
Coburn & Meredith, INC.
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
Painewebber IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations32 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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