Christopher Michael Berzon
Financial advisor at Wells Fargo Advisors · Fort Worth, TX
Last updated 2026-10-10
Claim your profileChristopher Michael Berzon is a financial advisor at Wells Fargo Advisors in Fort Worth, TX, CRD 3029346. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2006-05-08.
Registration
- CRD number
- 3029346
- Registration status
- Active
- IAPD registration
- 2006-05-08
- Industry Experience
- 20 years
- Work Experience
- 15 years
- States registered
- TX
Licenses and exams
- Series 63
- Series 66
Designations
- CFP®
Work history
- 2011-01 to 2016-11 · Wells Fargo Advisors LLC · Fort Worth, TX
- 2016-11 to 2020-06 · Wells Fargo Clearing Services, LLC · Fort Worth, TX
- 2020-06 to 2026-09 · Morgan Stanley Smith Barney LLC · Fort Worth, TX
- 2020-07 to 2026-09 · Morgan Stanley Private Bank, N.A · New York, NY
- 2026-09 to Present · Wells Fargo Clearing Services, LLC · Fort Worth, TX
Current employment
- Wells Fargo Clearing Services, LLC · St. Louis, MO
Wells Fargo Advisors
- Regulatory AUM
- $671,421,842,699
- Registered advisors
- 14,675
- Offices
- 5,961
- Clients per advisor
- 90.2 (Moderate)
- Average AUM per client
- $507.1K (Low)
- High-net-worth client ratio
- 49.4% (Moderate)
Wells Fargo Advisors: advisors, services and reported ETF investments
About
Christopher Michael Berzon is a CFP® financial advisor at Wells Fargo Clearing Services, LLC, operating as Wells Fargo Advisors in Fort Worth, TX. Reported securities licenses include Series 63 and Series 66. The latest record indicates 20 years of industry experience and 15 years of reported work history. Reported roles include Morgan Stanley Private Bank, N.A, Morgan Stanley Smith Barney LLC, Wells Fargo Advisors LLC, among others.
SEC disclosures list additional business and community activities: 626089 - Bercom Llc; Investment Related: Yes; Benbrook.
Wells Fargo Advisors' firm-level Form ADV reports 14,675 advisors across 5,961 offices; approximately 90.2 clients per advisor, average assets per client of $507,052, and regulatory AUM of $671.4B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Wells Fargo Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Commissions
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Other Financial Product Salesperson
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Registered Security-Based Swap Dealer
- Commodity Pool Operator or CTA
- Futures Commission Merchant
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
201 Main St, Fort Worth, TX 76102
36 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Christopher Michael Berzon?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.