Steven Alan Kalodner

CRD 1399718 · Wells Fargo Advisors · Marlton, NJ

IA RegisteredBroker

Also appears in the source record as: Steven Alan Alan Kalodner

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 3Series 7Series 6Series 9Series 65Series 63
Registered states (41): Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Illinois · Indiana · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 40
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1399718 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (15)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Marlton, NJ · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Marlton, NJ · BC capacity

start not retrieved → present
Ubs Financial Services Inc.
Margate, NJ · IA capacity

Sep 20, 2012 → Sep 22, 2025
Ubs Financial Services Inc.
Margate, NJ · BC capacity

Sep 20, 2012 → Sep 22, 2025
Morgan Stanley Smith Barney LLC
Voorhees, NJ · IA capacity

Jun 1, 2009 → Sep 27, 2012
Morgan Stanley Smith Barney
Voorhees, NJ · BC capacity

Jun 1, 2009 → Sep 27, 2012
Morgan Stanley & Co. Incorporated
Voorhees, NJ · IA capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
Voorhees, NJ · BC capacity

Apr 2, 2007 → Jun 1, 2009
Morgan Stanley Dw Inc.
Voorhees, NJ · BC capacity

Sep 19, 2005 → Apr 2, 2007
Morgan Stanley
Voorhees, NJ · IA capacity

Sep 16, 2005 → Apr 2, 2007
Citigroup Global Markets Inc.
Mount Laurel, NJ · IA capacity

May 10, 2002 → Sep 28, 2005
Citigroup Global Markets Inc.
New York, NY · BC capacity

Sep 5, 1989 → Sep 28, 2005
Shearson Lehman Hutton Inc.
New York, NY · BC capacity

Feb 15, 1988 → Sep 29, 1989
E. F. Hutton & Company Inc
BC capacity

Jul 21, 1986 → Feb 15, 1988
Lincoln Investment Planning, Inc.
BC capacity

Aug 22, 1985 → Dec 19, 1986

Source & corrections

Where this page comes from

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