New York City, NY 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
New York City NY
Advisors at this office
3
Advisors at this office
Albert K
Series 63, Series 66
New York, NY
Wells Fargo Advisors
Albert Kruger is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as co-trustee of profit-sharing 401(k) plans and acts as an executor for a family friend, both investment-related activities. He is also a 50% owner of Adaptive Wealth Management in Stamford, CT. 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 planning menu and uses proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.
Michael B
Series 63, Series 66
New York, NY
Wells Fargo Advisors
Michael Blaustein is a financial advisor with Wells Fargo Advisors in New York, NY, holding Series 63 and Series 66 credentials and 36 years of industry experience. He was previously affiliated with Wells Fargo Clearing and Wells Fargo Advisors LLC before joining his current firm. Outside of his advisory role, he owns and operates Bluestone Capital Advisors, LLC, a financial practice based in Bridgehampton, NY. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.
Alejandro V
CFP®, Series 66
New York City, NY
Wells Fargo Advisors
Alejandro Vicencio is a CFP®-designated financial advisor with Wells Fargo Advisors in New York City, bringing 27 years of industry experience. He has been with Wells Fargo and its affiliates since 2009, including roles at Wells Fargo Clearing. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.
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