Career
Haley Ronzio has been Chief Financial Officer, Treasurer of Wells Fargo Investment Institute since November 2023. Haley Ronzio is a control person of the firm and directly owns under 5% of it.
Wells Fargo Investment Institute, Inc. is a Charlotte, NC firm with $43B under management, 12,216 clients and 143 advisers across 3 offices, as of its March 2026 filing.
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Haley Ronzio is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Haley Ronzio
- CRD
- 7832209
- Record basis
- Form ADV officer listing
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Haley Ronzio work?
Haley Ronzio has been Chief Financial Officer, Treasurer of Wells Fargo Investment Institute, Inc. since November 2023, and is a control person of the firm.
Leadership at Wells Fargo Investment Institute
- Darrell CronkPresident and Chief Investment Officer, Director (Board Member)
- Gregory SigmundChief Operating Officer, Director (Board Member)
- David WilliamsChief Compliance Officer
- Britta MccorduckManaging Director and Secretary
- George RusnakDirector (Board Member)
- Barry SommersDirector (Board Member)