Joe Loiodice

CRD 6157369 · Wells Fargo Advisors · Jackson, NJ

IA RegisteredBroker

Also appears in the source record as: Joseph Francis Loiodice; Joseph Loiodice

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 3SIESeries 7Series 66
Registered states (18): Arizona · California · Delaware · Florida · Georgia · Maryland · Massachusetts · Mississippi · Nevada · New Jersey · New York · Ohio · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Virginia
Years in the industry (source record): 12
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 (8)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Jackson, NJ · IA capacity

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

start not retrieved → present
Bernstein Institutional Services LLC
New York, NY · BC capacity

Mar 29, 2024 → Oct 23, 2024
Sanford C. Bernstein & Co., LLC
New York, NY · BC capacity

Apr 2, 2020 → Mar 29, 2024
Alliancebernstein Investments, Inc.
Nashville, TN · BC capacity

Apr 2, 2020 → Nov 30, 2021
Edi Financial, Inc.
Lake Como, NJ · BC capacity

Apr 14, 2014 → Dec 31, 2016
Laidlaw & Company (Uk) Ltd.
New York, NY · BC capacity

Jul 17, 2013 → Apr 1, 2014
Hfp Capital Markets LLC
New York, NY · BC capacity

May 22, 2013 → May 29, 2013

Source & corrections

Where this page comes from

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

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