Supreme Alliance
47yrs
Top advisor by experience in Charlotte
23yrs
Bailey Bartee
Financial advisor at Wells Fargo Advisors
Bailey Bartee is a fiduciary financial advisor in Charlotte, North Carolina, with 23 years in the industry. Bailey joined Wells Fargo Advisors in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Bailey holds the CFP® designation.
One of 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 24% by experience in Charlotte
Office7615 Colony Rd Suite 215a, Charlotte, NC 28226
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 66Uniform Combined State Law Examination
Career
- 2019 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2003 – 2019Wells Fargo Clearing Services, LLCPreviously
Questions to ask Bailey
Tailored to Bailey’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 Bailey
How do I contact Bailey?
Call Wells Fargo Advisors at 314-875-3000 and ask for Bailey Bartee. Bailey works from the Charlotte, NC office.
How long has Bailey been a financial advisor?
Bailey has been in the industry since 2003, about 23 years. Top 24% by experience in Charlotte.
What licenses does Bailey hold?
Series 66. Tap any license on this page to see what it allows.
Is Bailey a fiduciary?
Bailey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bailey paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Bailey 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
47yrs
Top 1% by experience in Charlotte
LPL Financial
47yrs
Top 1% by experience in Charlotte
Robert W. Baird & Co.
47yrs
Top 1% by experience in Charlotte
Stephens
47yrs
Top 1% by experience in Charlotte
Morgan Stanley
47yrs
Top 1% by experience in Charlotte