Leean Carole Hunchak

CRD 2333694 · Wells Fargo Advisors · Short Hills, NJ

IA RegisteredBroker

Also appears in the source record as: Leean Carole Margotta

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (35): Arizona · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Kansas · Maine · Maryland · Massachusetts · Minnesota · Missouri · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · Wisconsin
Years in the industry (source record): 27
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

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 (13)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Short Hills, NJ · IA capacity

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

start not retrieved → present
Rbc Capital Markets, LLC
Florham Park, NJ · IA capacity

Nov 3, 2017 → Apr 19, 2022
Rbc Capital Markets, LLC
Florham Park, NJ · BC capacity

Nov 1, 2017 → Apr 19, 2022
Advice And Planning Services
Roseland, NJ · IA capacity

Oct 13, 2015 → Oct 10, 2017
Tiaa-Cref Individual & Institutional Services, LLC
Roseland, NJ · BC capacity

Oct 8, 2015 → Oct 10, 2017
Edward Jones
Denville, NJ · IA capacity

Apr 11, 2011 → Sep 24, 2015
Edward Jones
Denville, NJ · BC capacity

Apr 11, 2011 → Sep 24, 2015
Summit Financial Resources Inc
Parsippany, NJ · IA capacity

Aug 13, 2010 → Dec 15, 2010
Summit Equities Inc
Parsippany, NJ · IA capacity

Aug 13, 2010 → Dec 15, 2010
Summit Equities, Inc.
Parsippany, NJ · BC capacity

Aug 13, 2010 → Dec 15, 2010
Prudential Securities Incorporated
Short Hills, NJ · IA capacity

Jun 5, 2002 → Jul 1, 2003
Prudential Securities Incorporated
New York, NY · BC capacity

Dec 14, 1998 → Jul 1, 2003

Source & corrections

Where this page comes from

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