Adviser and broker representative · Wells Fargo Advisors Financial Network, LLC
Samantha V. Trudell
CRD 3116484 · Collegeville, PA
At a glance
Samantha V. Trudell is an investment adviser representative with Wells Fargo Advisors Financial Network, LLC in Collegeville, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Samantha’s SEC record dates to 2003, about 23 years ago. Samantha is also registered as a broker representative.
Current advisory firm
- Wells Fargo Advisors Financial Network, LLCSince December 2025Collegeville, PA · $252B in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Samantha’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 7 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Wells Fargo Advisors Financial Network, LLC
- Matthew AdamsCollegeville
- Earl D. AxelsonCollegeville
- Joseph R. AzzaraCollegeville · Certified Financial Planner
- Mark S. BaileyCollegeville
- Ginger L. BakerCollegeville
- Wojciech BiernatCollegeville
- William BolasCollegeville
- Matthew J. BoleyCollegeville
Every advisor at Wells Fargo Advisors Financial Network, LLC →Wells Fargo Advisors Financial Network, LLC: assets, clients and custodians →Wells Fargo news, moves and payouts →Financial advisors in Collegeville, PA →Every Wells Fargo Advisors Financial Network, LLC advisor in Collegeville →Advisor Moves: who changed firms this week →