UBS Financial Services
47yrs
Top advisor by experience in Pasadena
34yrs
Sam Consos
Financial advisor at Wells Fargo Advisors
Sam Consos has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Pasadena, California. After ten years at Wells Fargo Investments, Sam joined Wells Fargo Advisors in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience in California
Office790 East Colorado Boulevard 510 [Satellite], Pasadena, CA 91101
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
- Aug 2025 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2011 – 2025Wells Fargo Clearing Services, LLCPreviously
- 2001 – 2011Wells Fargo Investments, LLCPreviously
Contact Sam
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Sam. 790 East Colorado Boulevard 510 [Satellite]Pasadena, CA 91101Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Sam
Tailored to Sam’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sam
How do I contact Sam?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Sam Consos. Sam works from the Pasadena, CA office.
How long has Sam been a financial advisor?
Sam has been in the industry since 1992, about 34 years. Top 9% by experience in California.
What licenses does Sam hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Sam a fiduciary?
Sam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sam paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Sam 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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