ChooseAFinancialAdvisor.com
Advisors / Maryland / Bethesda
31yrs

Anthony Collora

Financial advisor at Wells Fargo Advisors

Based in Bethesda, Maryland, Anthony Collora is a fiduciary financial advisor with 31 years of industry experience. Anthony has been with Wells Fargo Advisors since 2025. Anthony holds the CFP® designation.

One of 818 advisors with offices in Bethesda, and one of 758 fiduciaries.

Bethesda, MD 20814CFP®Top 15% by experience in MarylandFiduciary advisor

At a glance

Experience31 years (since 1995)
How that compares ?Top 15% 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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Mar 2025 – now
  2. 2003 – 2025

Questions to ask Anthony

Tailored to Anthony’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. 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 Anthony

How do I contact Anthony?

Call Wells Fargo Advisors at (314) 875-3000 and ask for Anthony Collora. Anthony works from the Bethesda, MD office.

How long has Anthony been a financial advisor?

Anthony has been in the industry since 1995, about 31 years. Top 15% by experience in Maryland.

What licenses does Anthony hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Anthony a fiduciary?

Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Anthony paid?

Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Anthony 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.

Other advisors nearby

Wells Fargo Advisors
47yrs
Loren Evans
Financial advisor
7600 Wisconsin Ave Suite 900
Bethesda, MD 20814
Top 1% by experience in Bethesda
Fiduciary
Call Directions
XML Financial Group
47yrs
John May
Financial advisor
6901 Rockledge Drive Suite 730
Bethesda, MD 20817
Top advisor by experience at XML Financial Group
CFP®Fiduciary
Call Directions
UBS Financial Services
47yrs
Charles Anderson
Financial advisor
7272 Wisconsin Avenue 23rd Floor
Bethesda, MD 20814
Top 1% by experience in Bethesda
Fiduciary
Call Directions
Steward Partners Investment Advisory
47yrs
Tom O'Bryon
Financial advisor
7550 Wisconsin Ave. Suite. 420
Bethesda, MD 20814
Top 1% by experience in Bethesda
CFP®Fiduciary
Call Directions
Merrill
46yrs
Russell Brown
Financial advisor
7501 Wisconsin Ave
Bethesda, MD 20814
Top 1% by experience in Maryland
Fiduciary
Call Directions
Wells Fargo Advisors
46yrs
Peter Havenstein
Financial advisor
7600 Wisconsin Ave Suite 900
Bethesda, MD 20814
Top 1% by experience in Maryland
Fiduciary
Call Directions

See all advisors near Bethesda