Wells Fargo Advisors
47yrs
Top 1% by experience in Bethesda
33yrs
Stephen Barto
Financial advisor at Wells Fargo Advisors
Stephen Barto is a fiduciary financial advisor in Bethesda, Maryland, with 33 years in the industry. Stephen joined Wells Fargo Advisors in 2022, after eight years at UBS Financial Services. 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 818 advisors with offices in Bethesda, and one of 758 fiduciaries.
At a glance
Experience33 years (since 1994)
How that compares ?Top 11% by experience in Maryland
Office7200 Wisconsin Ave Suite 903, Bethesda, MD 20814
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
- 2022 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2007 – 2022Wells Fargo Clearing Services, LLCPreviously
- 1999 – 2007UBS Financial Services Inc.Previously
Questions to ask Stephen
Tailored to Stephen’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 Stephen
How do I contact Stephen?
Call Wells Fargo Advisors at 314-875-3000 and ask for Stephen Barto. Stephen works from the Bethesda, MD office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 1994, about 33 years. Top 11% by experience in Maryland.
What licenses does Stephen hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Stephen for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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