UBS Financial Services
47yrs
Top advisor by experience in Portland
7yrs
Bryan Frates
Financial advisor at Wells Fargo Advisors
Bryan Frates has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Portland, Maine. After a year at Strategic Advisers and five years at Fidelity Personal and Workplace Advisors, Bryan 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 398 advisors with offices in Portland, and one of 365 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office1 Portland Square Suite 6a, Portland, ME 04101
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
- May 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- Mar 2025 – May 2026Strategic Advisers LLCPreviously
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Aug 2019 – Jun 2020Edward JonesPreviously
Contact Bryan
(314) 875-3000Firm headquarters in St. Louis, MO. Ask for Bryan. 1 Portland Square Suite 6aPortland, ME 04101Office · 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 Wells Fargo Advisors at (314) 875-3000 and ask for Bryan Frates. Bryan works from the Portland, ME office.
How long has Bryan been a financial advisor?
Bryan has been in the industry since 2019, about 7 years. 7 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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