Cary Street Partners
47yrs
Top advisor by experience at Cary Street Partners
8yrs
Stephen Barton
Financial advisor at Wells Fargo Advisors
Based in Richmond, Virginia, Stephen Barton is a fiduciary financial advisor with 8 years of industry experience. Stephen joined Wells Fargo Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1349 advisors with offices in Richmond, and one of 1251 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office1800 Bayberry Ct, Richmond, VA 23226
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
- May 2026 – nowWells Fargo Advisors Financial Network, LLCCurrent firm
- 2018 – now
Contact Stephen
Local office(804) 289-2200Ask for Stephen. (314) 875-3000Main office · St. Louis, MO 1800 Bayberry CtRichmond, VA 23226Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/ONLINE-ACCESS/SIGNON.HTM
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Questions to ask Stephen
Tailored to Stephen’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 Stephen
How do I contact Stephen?
Call Stephen’s local office at (804) 289-2200 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Stephen Barton.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Stephen 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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