Todd Grant Vitale

CRD 1781751 · Wells Fargo Advisors · Rancho Santa Fe, CA

IA RegisteredBroker

Also appears in the source record as: Todd G Vitale

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 3Series 7Series 9Series 10Series 8Series 63
Registered states (8): Arizona · California · Georgia · Maryland · Oregon · Tennessee · Texas · Washington
Years in the industry (source record): 38
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1781751 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 (8)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Rancho Santa Fe, CA · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Rancho Santa Fe, CA · BC capacity

start not retrieved → present
Morgan Stanley
Rancho Sante Fe, CA · IA capacity

Jun 1, 2009 → Mar 11, 2015
Morgan Stanley
Rancho Sante Fe, CA · BC capacity

Jun 1, 2009 → Mar 11, 2015
Morgan Stanley & Co. Incorporated
Rancho Sante Fe, CA · IA capacity

Aug 8, 2008 → Jun 1, 2009
Morgan Stanley & Co. Incorporated
Rancho Sante Fe, CA · BC capacity

Aug 8, 2008 → Jun 1, 2009
Ubs Financial Services Inc.
Carlsbad, CA · IA capacity

Jul 8, 1997 → Sep 5, 2008
Ubs Financial Services Inc.
Carlsbad, CA · BC capacity

Dec 22, 1987 → Sep 5, 2008

Source & corrections

Where this page comes from

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