Franc Burzotta

CRD 6523729 · Wells Fargo Advisors · Pasadena, CA

IA RegisteredBroker

Also appears in the source record as: Francesco Burzotta; Frank Burzotta

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): SIESeries 7Series 6Series 10Series 9Series 65Series 63
Registered states (39): Alabama · Arizona · Arkansas · California · Colorado · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Kansas · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Jersey · New Mexico · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming
Years in the industry (source record): 10
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 (10)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Pasadena, CA · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Pasadena, CA · BC capacity

start not retrieved → present
Morgan Stanley
Long Beach, CA · IA capacity

Oct 5, 2023 → Nov 26, 2024
Morgan Stanley
Long Beach, CA · BC capacity

Oct 5, 2023 → Nov 26, 2024
Charles Schwab & Co., Inc.
San Diego, CA · IA capacity

Jul 24, 2020 → Sep 22, 2023
Charles Schwab & Co., Inc.
San Diego, CA · BC capacity

Jul 23, 2020 → Sep 22, 2023
Usaa Investment Services Company
San Antonio, TX · IA capacity

Jan 8, 2018 → Jun 4, 2020
Usaa Financial Advisors, Inc.
Addison, TX · BC capacity

Jan 10, 2017 → Jun 4, 2020
Usaa Financial Planning Services
Addison, TX · IA capacity

Oct 10, 2017 → Jan 8, 2018
J.P. Morgan Securities LLC
Murphy, TX · BC capacity

Sep 30, 2015 → Nov 17, 2016

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.

SEC IAPD record for CRD 6523729 ↗ FINRA BrokerCheck record for CRD 6523729 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.