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David Peter Vlacich

Wells Fargo Securities, LLC

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About David Peter Vlacich

David Vlacich is a financial advisor currently registered with Wells Fargo Securities, LLC and is actively involved in the industry since 1999. David holds the Series 7, Series 63, and Series 99TO licenses. David has been associated with Wells Fargo Securities, LLC since 2009 and prior to that, worked at Wells Fargo Brokerage Services, L.L.C, Fleet Securities, Inc., and FleetBoston Robertson Stephens Inc. David is registered in 53 states and the District of Columbia.

Firm Information

David Vlacich is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Vlacich’s Registration & Firm History

MA

11/06/2009 - Present

Wells Fargo Securities, LLC (BOSTON MA)

MA

04/13/2004 - 11/06/2009

WELLS FARGO BROKERAGE SERVICES, L.L.C. (BOSTON MA)

TX

09/05/2000 - 04/12/2004

FLEET SECURITIES, INC. (DALLAS TX)

CA

08/20/1999 - 09/05/2000

FLEETBOSTON ROBERTSON STEPHENS INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 11/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/19/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for David Peter Vlacich.
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