DB
DB

Debra Bushman

46 Years of Experience
Melville, NY
6 DisclosuresBroker

Debra Bushman is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 46 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

68 South Service Road Ste 100, Melville, NY, 11747

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History

Regulatory History (6)
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.
Customer Dispute
January 2026
Pending
Customer Dispute
September 2025
Denied
Customer Dispute
April 2014
Settled
Employment Separation After Allegations
December 2002
Customer Dispute
July 1991
Settled
Customer Dispute
August 1990
Settled
Other Business Activities

Debra is an officer at Samantha's Limo Service, a transportation company, since 1990. She does not have authority to make investment decisions on behalf of the company.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2025 - Present · 10 mos
Wells Fargo Advisors
November 2025 - Present · 10 mos
Previous Registrations
UBS Financial Services INC.
October 2010 - November 2025 · 15 yrs 1 mo
UBS Financial Services INC.Broker
October 2010 - November 2025 · 15 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - October 2010 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - October 2010 · 4 yrs 1 mo
Janney Montgomery Scott LLC
April 2006 - September 2006 · 5 mos
Janney Montgomery Scott LLCBroker
February 2003 - September 2006 · 3 yrs 7 mos
Prudential Securities IncorporatedBroker
August 1979 - January 2003 · 23 yrs 5 mos
State Registrations27 states
AZCACOCTFLGAIDILINLAMAMDMENCNHNJNMNVNYOHORPASCTNTXUTVA
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.
Debra Bushman - Financial Advisor | TrueAdvisor