Miami, FL SE 2nd Ave Office
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WELLS FARGO Advisors
Institution
Firm-wide stats for WELLS FARGO Advisors
About
Wells Fargo Advisors Financial Network is a large broker‑dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee‑based financial planning services to individuals, trusts, and institutional clients through a network of financial advisors. Its planning menu is broad and offered to clients who meet a net‑worth threshold, covering cash‑flow, retirement, education, risk and wealth‑transfer planning as well as niche services such as business‑owner transition planning, sports & entertainment planning, special‑needs analysis, and divorce planning that require specific advisor credentials.
Financial advisors develop tailored recommendations using Wells Fargo research, planning tools and simulation models, and deliver those recommendations through meetings and written client summary letters; clients may choose whether or how to implement recommendations and implementation through the firm’s brokerage or advisory programs is optional. Planning engagements are generally discrete rather than ongoing, and fees are negotiated based on the scope and complexity of the engagement.
Notably, the firm integrates advisory services with other financial product sales and referral channels—such as banking, securities‑based lending, trustee services and affiliated fund strategies—resulting in multiple compensation streams for advisors and referral payments to affiliated entities. WFAFN’s disclosure also highlights a range of advisor compensation arrangements (including recruitment payments, loan options, enhanced payouts, and a recently disclosed advisory earnings‑sharing arrangement) and a record of regulatory settlements that are relevant to its compliance and supervisory oversight.
Based on WELLS FARGO Advisors
Expertise
Based on WELLS FARGO Advisors
Location
333 SE 2nd Ave
Miami FL 33131
Advisors at this office
3
Advisors at this office
Marco U
Series 63
Miami, FL
Wells Fargo Advisors
Marco Ugartechea is a financial advisor with Wells Fargo Advisors in Miami, FL, holding a Series 63 designation and 10 years of industry experience. He has worked at Wells Fargo Clearing and Wells Fargo Bank NA since 2016. Outside of his advisory role, he works as a table busser at the Ultra Music Festival in Miami. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using Wells Fargo research and tools to develop tailored recommendations.
Alexander C
Series 63
Miami, FL
Wells Fargo Advisors
Alexander Collazos is a financial advisor with Wells Fargo Advisors based in Miami, FL. He holds the Series 63 designation and has 14 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Bank NA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products, allowing for tailored recommendations supported by Wells Fargo research and planning tools.
Roberto H
Series 66
Miami, FL
Wells Fargo Advisors
Roberto Hernandez is a financial advisor at Wells Fargo Advisors with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2022 and previously worked at Wells Fargo Bank, NA for ten years. Outside of his advisory work, Hernandez owns and operates two online sales businesses, RHDEZ GLOBAL LLC and APEX AXIS, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business owners, sports and entertainment professionals, and other niche areas, with recommendations supported by Wells Fargo’s research and planning tools.
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