Wells Fargo Advisors
41yrs
Top advisor by experience in Troy
39yrs
Thomas Haggerty
Financial advisor at Wells Fargo Advisors
Thomas Haggerty has worked in the financial industry for 39 years and is a fiduciary financial advisor based in Troy, Ohio. Thomas has been with Wells Fargo Advisors since 2024; before that, Thomas spent five years at Morgan Stanley and two years at Morgan Stanley & Co.. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 71 advisors with offices in Troy, and one of 59 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 3% by experience in Ohio
Office51 S Stanfield Rd, Troy, OH 45373
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$514,335
Advisors at the firm4,146
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2014 – 2024Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2014Morgan StanleyPreviously
- Nov 2007 – Jun 2009Morgan Stanley & Co. LLCPreviously
- 1999 – 2007Citigroup Global Markets Inc.Previously
Contact Thomas
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Thomas. 51 S Stanfield RdTroy, OH 45373Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Thomas
How do I contact Thomas?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Thomas Haggerty. Thomas works from the Troy, OH office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 1987, about 39 years. Top 3% by experience in Ohio.
What licenses does Thomas hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thomas paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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