Rebecca Morgan Busalacchi

CRD 4749708 · Wells Fargo Advisors · Charlotte, NC

IA RegisteredBroker

Also appears in the source record as: Morgan Busalacchi; R. Morgan Busalacchi; Rebecca Morgan Haley; Rebecca Morgan Mertz

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (11): Series 52TOSIESeries 7Series 6Series 9Series 10Series 4Series 53Series 24Series 65Series 63
Registered states (5): Alabama · Florida · Georgia · North Carolina · South Carolina
Years in the industry (source record): 21
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 (9)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Charlotte, NC · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Charlotte, NC · BC capacity

start not retrieved → present
J.P. Morgan Securities LLC
Lexington, KY · IA capacity

Jul 2, 2018 → Jul 23, 2024
J.P. Morgan Securities LLC
Lexington, KY · BC capacity

Jul 2, 2018 → Jul 23, 2024
Unionbanc Investment Services, LLC
San Diego, CA · IA capacity

Apr 7, 2016 → Jun 19, 2018
Unionbanc Investment Services, LLC
San Diego, CA · BC capacity

Apr 7, 2016 → Jun 19, 2018
Chase Investment Services Corp.
Arlington Heights, IL · IA capacity

Nov 2, 2006 → Oct 1, 2012
Chase Investment Services Corp.
Arlington Heights, IL · BC capacity

Jul 6, 2005 → Oct 1, 2012
Banc One Securities Corporation
Chicago, IL · BC capacity

Feb 24, 2005 → Jul 6, 2005

Source & corrections

Where this page comes from

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