Wells Fargo Advisors
47yrs
Top 1% by experience in New Jersey
14yrs
Based in Marlton, New Jersey, Bryan Basara is a fiduciary financial advisor with 14 years of industry experience. Bryan joined Wells Fargo Advisors in 2024, after 12 years at Morgan Stanley. 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 392 advisors with offices in Marlton, and one of 353 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office7000 Lincoln Dr E Suite 301, Marlton, NJ 08053
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
- 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2012 – 2024Morgan StanleyPreviously
Contact Bryan
Local office(856) 988-8808Ask for Bryan. (314) 875-3000Main office · St. Louis, MO 7000 Lincoln Dr E Suite 301Marlton, NJ 08053Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Bryan
Tailored to Bryan’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 Bryan
How do I contact Bryan?
Call Bryan’s local office at (856) 988-8808 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Bryan Basara.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Bryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Bryan a fiduciary?
Bryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryan paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Bryan 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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