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Bruce Piccirillo

Wells Fargo Advisors
48 Years of Experience
Sugar Land, TX
5 DisclosuresBroker
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Bruce Piccirillo is a registered investment advisor at Wells Fargo Advisors, based in Sugar Land, TX, with 48 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
View Full SEC Brochure

Location

77 Sugar Creek Center Blvd, Ste 100, Sugar Land, TX, 77478

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History

Regulatory History (5)
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.
Regulatory
July 1989
Final
Employment Separation After Allegations
August 1987
Customer Dispute
November 1986
Settled
Employment Separation After Allegations
December 1983
Customer Dispute
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Wells Fargo Advisors
March 2026 - Present · 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2026 - Present · 2 mos
Previous Registrations
Wells Fargo Advisors
May 2007 - March 2026 · 18 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 1995 - March 2026 · 30 yrs 8 mos
Lehman Brothers INC.Broker
May 1988 - July 1995 · 7 yrs 2 mos
E. F. Hutton & Company INCBroker
September 1987 - May 1988 · 8 mos
Rotan Mosle INC.Broker
January 1986 - August 1987 · 1 yr 7 mos
Painewebber IncorporatedBroker
January 1984 - January 1986 · 2 yrs
Cowen & CO.Broker
April 1983 - January 1984 · 9 mos
L. F. Rothschild, Unterberg, TowbinBroker
March 1982 - May 1983 · 1 yr 2 mos
Lehman Brothers Kuhn Loeb IncorporatedBroker
February 1978 - February 1982 · 4 yrs
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
April 1977 - March 1978 · 11 mos
State Registrations36 states
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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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