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Cheree Costa

Wells Fargo Advisors
3 Years of Experience
Brentwood, TN
4 DisclosuresBroker
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Cheree Costa is a registered investment advisor at Wells Fargo Advisors, based in Brentwood, TN, with 3 years of industry experience. Cheree 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.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

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

View Full SEC Brochure

Location

1660 Westgate Cir, Brentwood, TN, 37027

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
January 2022
Final
Financial
October 2019
Final
Financial
July 2019
Final
Financial
April 2019
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
July 2026 - Present · 3 mos
Wells Fargo Clearing Services, LLCBroker
June 2023 - Present · 3 yrs 4 mos
State Registrations8 states
DEFLMDNCNJPASCTN
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.
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