Capitol Securities Management
47yrs
Top advisor by experience in Tampa
33yrs
Keith Gandy
Financial advisor at Wells Fargo Advisors
Keith Gandy is a fiduciary financial advisor in Tampa, Florida, with 33 years in the industry. Keith joined Wells Fargo Advisors in 2026, after 11 years at Merrill. 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 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 9% by experience in Tampa
Office3242 Henderson Boulevard Suite 200, Tampa, FL 33609
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 ?2 states
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
- Sep 2026 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2021 – 2026Wells Fargo Clearing Services, LLCPreviously
- 2009 – 2019MerrillPreviously
Contact Keith
3242 Henderson Boulevard Suite 200Tampa, FL 33609Office · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.wellsfargoadvisors.com/online-access/signon.htm
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Questions to ask Keith
Tailored to Keith’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 Keith
How do I contact Keith?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Keith Gandy. Keith works from the Tampa, FL office.
How long has Keith been a financial advisor?
Keith has been in the industry since 1993, about 33 years. Top 9% by experience in Tampa.
What licenses does Keith hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Keith 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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