Brian Donlon

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration

Active

Investment adviser registration

Active

Exams passed (9)

Series 99TOSIESeries 7Series 24Series 23Series 9Series 10Series 65Series 63

Registered states (2)

New Jersey · Pennsylvania

Years in the industry (source record)

24

Professional designations

Not yet retrieved from the source record

Disclosures

Copied from the official record

Current firm

From the firm record

Firm

Wells Fargo Advisors

Firm CRD

11025

SEC number

801-57434

Assets under management

$252.3B as of Jun 3, 2026

Website

stories.wf.com ↗

Phone

314-875-3000

Firm location

St. Louis, MO, 63103-2205

Employment history (21)

From the source registration record · current first

• Wells Fargo Clearing Services, LLCCurrent

  Doylestown, PA · BC capacity
  start not retrieved → present
• Wells Fargo Advisors Financial Network, LLCCurrent

  St. Louis, MO · BC capacity
  start not retrieved → present
• Wells Fargo Clearing Services, LLCCurrent

  Horsham, PA · IA capacity
  start not retrieved → present
• Wells Fargo Advisors Financial Network, LLCCurrent

  Doylestown, PA · IA capacity
  start not retrieved → present
• Wells Fargo Clearing Services, LLCCurrent

  Doylestown, PA · IA capacity
  start not retrieved → present
• Wells Fargo Advisors Financial Network, LLCCurrent

  St. Louis, MO · IA capacity
  start not retrieved → present
• Wells Fargo AdvisorsCurrent

  Horsham, PA · IA capacity
  start not retrieved → present
• Wells Fargo AdvisorsCurrent

  Doylestown, PA · IA capacity
  start not retrieved → present
• Wells Fargo AdvisorsCurrent

  Doylestown, PA · IA capacity
  start not retrieved → present
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  Pennington, NJ · IA capacity
  Nov 13, 2019 → Feb 19, 2021
• Merrill Lynch, Pierce, Fenner & Smith Incorporated

  Pennington, NJ · BC capacity
  Nov 11, 2019 → Feb 19, 2021
• Janney Montgomery Scott LLC

  Philadelphia, PA · IA capacity
  May 31, 2017 → May 7, 2019
• Janney Montgomery Scott LLC

  Philadelphia, PA · BC capacity
  May 31, 2017 → May 7, 2019
• Ameriprise Financial Services, Inc.

  Bedford, NH · IA capacity
  Aug 1, 2016 → Oct 3, 2016
• Ameriprise Financial Services, Inc.

  Bedford, NH · BC capacity
  Aug 1, 2016 → Oct 3, 2016
• Banc Of America Investment Services, Inc.

  Burlington, MA · IA capacity
  Jan 31, 2008 → Oct 23, 2009
• Banc Of America Investment Services, Inc.

  Burlington, MA · BC capacity
  May 16, 2007 → Oct 23, 2009
• Advest, Inc.

  Hartford, CT · BC capacity
  Dec 5, 2002 → Jan 19, 2005
• New England Securities

  New York, NY · BC capacity
  Apr 22, 2002 → Nov 15, 2002
• Nylife Distributors Inc.

  Jersey City, NJ · BC capacity
  Aug 9, 2001 → Jan 25, 2002
• Nebraska Hudson Company, Inc.

  Omaha, NE · BC capacity
  Aug 16, 1999 → Mar 16, 2001

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.