Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
25yrs
Assunta Siniscalchi
Financial advisor at Wells Fargo Advisors
At a glance
Experience25 years (since 2002)
How that compares ?More experience than 71% of advisors nationwide
Office1800 N Military Trail Suite 210 2nd Floor, Boca Raton, FL 33431
How the firm is paid ?Percent of assets, Flat fee, Commissions
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.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2015 – 2023Wells Fargo Clearing Services, LLCPreviously
- 2007 – 2015Citigroup Global Markets Inc.Previously
- Dec 2006 – May 2007Citicorp Investment ServicesPreviously
Questions to ask Assunta
Tailored to Assunta’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Assunta
How do I contact Assunta?
Call Wells Fargo Advisors at 314-875-3000 and ask for Assunta Siniscalchi. Assunta works from the Boca Raton, FL office.
How long has Assunta been a financial advisor?
Assunta has been in the industry since 2002, about 25 years. More experience than 71% of advisors nationwide.
What licenses does Assunta hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Assunta a fiduciary?
Assunta is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Assunta paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Assunta 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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