UBS Financial Services
46yrs
Top advisor by experience in Albany
22yrs
Eric Wendling
Financial advisor at Wells Fargo Advisors
Eric Wendling is a fiduciary financial advisor in Albany, New York, with 22 years in the industry. Eric joined Wells Fargo Advisors in 2019, after two 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 393 advisors with offices in Albany, and one of 340 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 65% of advisors in New York
Office4 Tower Pl Floor 9, Albany, NY 12203
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 ?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
- 2019 – nowWells Fargo Clearing Services, LLCCurrent firm
- Jul 2017 – Jun 2019MerrillPreviously
Questions to ask Eric
Tailored to Eric’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 Eric
How do I contact Eric?
Call Eric’s local office at (518) 869-1680 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Eric Wendling.
How long has Eric been a financial advisor?
Eric has been in the industry since 2004, about 22 years. More experience than 65% of advisors in New York.
What licenses does Eric hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eric a fiduciary?
Eric is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eric paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eric 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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