Morgan Stanley
47yrs
Top advisor by experience in Sacramento
3yrs
Vidal Velez
Financial advisor at Wells Fargo Advisors
Based in Sacramento, California, Vidal Velez is a fiduciary financial advisor with 3 years of industry experience. Vidal has been with Wells Fargo Advisors since 2026; before that, Vidal spent three years at Edward Jones. 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 622 advisors with offices in Sacramento, and one of 549 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office400 Capitol Mall Suite 1700 [Nm-Rbo], Sacramento, CA 95814
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 ?2 states
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
- Aug 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2024 – 2026Edward JonesPreviously
Contact Vidal
Local office(916) 440-4331Ask for Vidal. (314) 875-3000Main office · St. Louis, MO 400 Capitol Mall Suite 1700 [Nm-Rbo]Sacramento, CA 95814Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Vidal
Tailored to Vidal’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Vidal
How do I contact Vidal?
Call Vidal’s local office at (916) 440-4331 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Vidal Velez.
How long has Vidal been a financial advisor?
Vidal has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Vidal hold?
Series 66. Tap any license on this page to see what it allows.
Is Vidal a fiduciary?
Vidal is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Vidal paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Vidal 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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