Robert W. Baird & Co.
47yrs
Top advisor by experience in Pittsburgh
17yrs
Anna Rodgers
Financial advisor at Wells Fargo Advisors
Anna Rodgers is a fiduciary financial advisor in Pittsburgh, Pennsylvania, with 17 years in the industry. After two years at UBS Financial Services and 13 years at Morgan Stanley, Anna joined Wells Fargo Advisors in 2024, 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 1545 advisors with offices in Pittsburgh, and one of 1407 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office1501 Reedsdale St Suite 4005, Pittsburgh, PA 15233
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2024 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- Dec 2022 – Aug 2024UBS Financial Services Inc.Previously
- 2009 – 2022Morgan StanleyPreviously
- Apr 2009 – Jun 2009Morgan Stanley & Co. LLCPreviously
Contact Anna
1501 Reedsdale St Suite 4005Pittsburgh, PA 15233Office · Get directions Firm main line(314) 875-3000Headquarters: Wells Fargo Advisors · St. Louis, MO Firm websitewww.wellsfargoadvisors.com/online-access/signon.htm
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Questions to ask Anna
Tailored to Anna’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 Anna
How do I contact Anna?
Call Wells Fargo Advisors at (314) 875-3000 and ask for Anna Rodgers. Anna works from the Pittsburgh, PA office.
How long has Anna been a financial advisor?
Anna has been in the industry since 2009, about 17 years. More experience than 55% of advisors nationwide.
What licenses does Anna hold?
Series 66. Tap any license on this page to see what it allows.
Is Anna a fiduciary?
Anna is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anna paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Anna 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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