Wells Fargo Advisors
47yrs
Robert Whiteside
Financial advisor
1201 New Rd, Suite 207 Cornerstone Commerce Center
Linwood, NJ 08221
Linwood, NJ 08221
Top advisor by experience in Linwood
30yrs
Bryan Stein
Financial advisor at Wells Fargo Advisors
Bryan Stein is a fiduciary financial advisor in Linwood, New Jersey, with 30 years in the industry. Bryan joined Wells Fargo Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Bryan holds the CFP® designation.
One of 83 advisors with offices in Linwood, and one of 79 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office1201 New Rd, Suite 207 Cornerstone Commerce Center, Linwood, NJ 08221
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
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.
Career
- 2022 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Bryan
Local office(609) 926-8600Ask for Bryan. (314) 875-3000Main office · St. Louis, MO 1201 New Rd, Suite 207 Cornerstone Commerce CenterLinwood, NJ 08221Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Bryan
Tailored to Bryan’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 Bryan
How do I contact Bryan?
Call Bryan’s local office at (609) 926-8600 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Bryan Stein.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
What licenses does Bryan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Bryan 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
Janney Montgomery Scott
46yrs
Top 1% by experience in New Jersey
Wells Fargo Advisors
45yrs
Top 1% by experience in New Jersey
Ameriprise Financial Services
43yrs
Top 1% by experience in New Jersey
Wells Fargo Advisors
42yrs
Top 2% by experience in New Jersey
Wells Fargo Advisors
40yrs
Top 4% by experience nationwide