Adviser and broker representative · Wells Fargo Advisors Financial Network, LLC
Sergio Burzotta
CRD 4709363 · Ocala, FL
At a glance
Sergio Burzotta is an investment adviser representative with Wells Fargo Advisors Financial Network, LLC in Ocala, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Sergio’s SEC record dates to 2006, about 20 years ago. Sergio is also registered as a broker representative.
Current advisory firm
- Wells Fargo Advisors Financial Network, LLCSince October 2025Ocala, FL · $252B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Sergio’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
- 2 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.