AdFi
AM

Adam Muzzillo

Investment Adviser Representative at Wells Fargo Advisors

Boca Raton, FLCRD #6040658Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Adam Muzzillo is an investment adviser representative with Wells Fargo Advisors in Boca Raton, FL, where they have been registered since 2026. They have worked in the securities industry since 2012 and have been registered with 4 firms, including J.p. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Florida and Texas.

Office

1675 N Military Trail Ste 500, [F1/f5-rbo]
Boca Raton, FL 33486

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Texas
Broker:
10 states and territories

California, Connecticut, Florida, Illinois, Iowa, Nevada, New Jersey, New York, Pennsylvania, Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/3/2021
Series 7
General Securities Representative Examination
Passed 8/12/2021
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/11/2012

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wells Fargo AdvisorsCurrent
1/16/2026 – Boca Raton, FL
J.p. Morgan Securities LLC
1/12/2024 – 1/18/2026Fort Lauderdale, FL
Merrill Lynch, Pierce, Fenner & Smith Incorporated
9/28/2022 – 1/8/2024Davie, FL
Wells Fargo Clearing Services, LLC
9/7/2021 – 8/10/2022Delray Beach, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Jpmorgan Chase BANK
    May 2011 – Jul 2021Oakland Park, FL
  2. J.p. Morgan Securities LLC
    Oct 2012 – Jul 2021Oakland Park, FL
  3. Wells Fargo BANK, NA
    Jul 2021 – Aug 2022Delray Beach, FL
  4. Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Aug 2022 – Jan 2024Davie, FL
  5. J.P. Morgan Securities LLC
    Jan 2024 – Jan 2026Fort Lauderdale, FL
  6. JPMorgan Chase Bank, N.A.
    Jan 2024 – Jan 2026Fort Lauderdale, FL
  7. Wells Fargo Clearing Services, LLC
    Jan 2026 – no end date reportedBoca Raton, FL

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wells Fargo Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Monitor account performance, allocations, and holdings; view real-time quotes, stock data, and trading information; read market news and research; transfer money between investment and bank accounts.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers
Firm areas of expertise
Wealth ManagementInvestment AdvisoryMobile BankingDigital Experience

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalInsurance CompaniesCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
14,697
Offices listed on AdvisorFinder:
26
Main office:
St. Louis, MO
SEC file number:
801-37967

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of October 1, 2026

View full firm profile

Other advisors at Wells Fargo Advisors

Showing 12 of 14,697 in the directory

View Wells Fargo Advisors firm profile

Similar advisors in Boca Raton, FL

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Adam Muzzillo has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Adam Muzzillo (Wells Fargo Advisors) - Fees & Credentials