Barry Shatzman
Barry Shatzman is a registered investment advisor at Wells Fargo Advisors, based in Philadelphia, PA, with 45 years of industry experience. Barry 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
100 N 18th St 22nd Fl, Two Logan Square, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2003Customer Dispute
September 2000Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Prudential-Bache Securities INC.Broker
Gruntal & CO.Broker
E. W. Smith CO.Broker
State Registrations13 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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