Denise Bolte
Denise Bolte is a registered investment advisor at Wells Fargo Advisors, based in New York, NY, with 45 years of industry experience. Denise 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
280 Park Ave 27th & 29th Fls, New York, NY, 10017
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Regulatory History (1)
Regulatory
July 2004Other Business Activities
Denise owns Bee-Jeweled Honey LLC, a beekeeping business, dedicating a few hours per week to it. She also owns rental property, spending minimal time as a landlord.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Jefferies & Company, INC.Broker
Oppenheimer & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations10 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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