EC
EC

Elena Carolan

3 Years of Experience
Walnut Creek, CA
Broker

Elena Carolan is a registered investment advisor at Wells Fargo Advisors, based in Walnut Creek, CA, 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.

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Location

1981 N Broadway Ste 210, [Office of Convenience], Walnut Creek, CA, 94596

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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.

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Other Business Activities

Elena holds an inactive New York real estate salesperson license and works as an account manager for Sofia Italian Foods-Real Torino, Inc. Her role at the food company involves ordering food from Italy, arranging deliveries, and sending invoices, taking about 10-20% of her time.

Employment History
Current Registrations
Wells Fargo Advisors
December 2022 - Present · 3 yrs 7 mos
Wells Fargo Advisors Financial Network, LLCBroker
December 2022 - Present · 3 yrs 7 mos
State Registrations15 states
ALAZCACOCTGAIAILMTNJNVNYOHORTX
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.