BM
BM

Bridget Macko

3 Years of Experience
Syracuse, NY
Broker

Bridget Macko is a registered investment advisor at Wells Fargo Advisors, based in Syracuse, NY, with 3 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

3452 W Genesee St Ste 2, [Satellite], Syracuse, NY, 13219

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Bridget works as a bookkeeper for Scalice Custom Homes and Remodeling, LLC, processing invoices and checks. This non-investment related activity takes a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
April 2023 - Present · 3 yrs 1 mo
Wells Fargo Advisors Financial Network, LLCBroker
August 2022 - Present · 3 yrs 9 mos
State Registrations1 state
NY
AdvisorBrokerBoth

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
No exam information available for this advisor.