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Chief Financial Officer, Treasurer · Wells Fargo Investment Institute, Inc.

Haley L. Ronzio

CRD 7832209 · Named on Form ADV at one SEC-registered adviser

At a glance

Wells Fargo Investment Institute, Inc., an SEC-registered wealth manager based in Charlotte, NC with $43.0 billion in regulatory assets, lists Haley L. Ronzio on its Form ADV as Chief Financial Officer, Treasurer, a control person.

Firms and roles

AtlasMembers

Haley’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Britta P. McCorduckManaging Director and Secretary, Wells Fargo Investment Institute, Inc.
  • Gregory S. SigmundChief Operating Officer, Director (board Member), Wells Fargo Investment Institute, Inc.
  • Darrell CronkPresident and Chief Investment Officer, Director (board Member), Wells Fargo Investment Institute, Inc.
  • Barry SommersDirector (board Member), Wells Fargo Investment Institute, Inc.
  • George E. RusnakDirector (board Member), Wells Fargo Investment Institute, Inc.

1 more person named with Haley on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Haley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.