William Blair & Company
47yrs
Top advisor by experience in Illinois
16yrs
Sameer Sait
Financial advisor at Wells Fargo Advisors
Sameer Sait has worked in the financial industry for 16 years and is a fiduciary financial advisor based in Chicago, Illinois. After four years at Merrill and nine years at Morgan Stanley, Sameer joined Wells Fargo Advisors in 2023, 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 6312 advisors with offices in Chicago, and one of 5878 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 58% of advisors in Chicago
Office30 S Wacker Dr 39th & 40th FLS, Chicago, IL 60606
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2019 – 2023MerrillPreviously
- 2010 – 2019Morgan StanleyPreviously
Contact Sameer
Local office(312) 630-7000Ask for Sameer. (314) 875-3000Main office · St. Louis, MO 30 S Wacker Dr 39th & 40th FLSChicago, IL 60606Office · Get directions Firm websitewww.wellsfargoadvisors.com/wfa/mobile.htm
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Questions to ask Sameer
Tailored to Sameer’s registration and firm.
- 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 Sameer
How do I contact Sameer?
Call Sameer’s local office at (312) 630-7000 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Sameer Sait.
How long has Sameer been a financial advisor?
Sameer has been in the industry since 2010, about 16 years. More experience than 58% of advisors in Chicago.
What licenses does Sameer hold?
Series 66. Tap any license on this page to see what it allows.
Is Sameer a fiduciary?
Sameer is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Sameer paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Sameer 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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