Michael Kessler

Financial advisor at Wells Fargo Advisors · New York, NY

Last updated 2026-10-10

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Michael Kessler is a financial advisor at Wells Fargo Advisors in New York, NY, CRD 1274021. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 1993-02-12.

Registration

CRD number
1274021
Registration status
Active
IAPD registration
1993-02-12
Industry Experience
33 years
Work Experience
20 years
States registered
FL, NY, TX

Licenses and exams

  • Series 63
  • Series 65

Designations

  • CFP®

Work history

  • 2006-06 to 2026-01 · Commonwealth Financial Network · Waltham, MA
  • 2006-06 to Present · Michael Kessler Cfp · New York, NY
  • 2026-01 to Present · Wells Fargo Advisors Financial Network, LLC · New York, NY

Current employment

SEC IAPD record for Michael Kessler

Wells Fargo Advisors

Regulatory AUM
$252,251,271,984
Registered advisors
4,182
Offices
1,676
Clients per advisor
111.6 (Moderate)
Average AUM per client
$540.6K (Low)
High-net-worth client ratio
50.1% (High)

Wells Fargo Advisors: advisors, services and reported ETF investments

About

Michael Kessler is a CFP® financial advisor at Wells Fargo Advisors Financial Network, LLC, operating as Wells Fargo Advisors in New York, NY. Reported securities licenses include Series 63 and Series 65. The latest record indicates 33 years of industry experience and 20 years of reported work history. Reported roles include Michael Kessler Cfp, Commonwealth Financial Network.

SEC disclosures list additional business and community activities: 1: fixed-insurance sales and service.

Wells Fargo Advisors' firm-level Form ADV reports 4,182 advisors across 1,676 offices; approximately 111.6 clients per advisor, average assets per client of $540,645, and regulatory AUM of $252.3B; 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
  • 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
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

28 W. 44th Street, New York, NY 10036

8 advisors at this office.

Wells Fargo Advisors office in New York, NY

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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