David Matthew Ferman
Investment adviser representative at Wells Fargo Advisors
20 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2022 to now
- Morgan Stanley Private Bank, N.AJan 2015 to now
- Df Internet PropertiesOct 2006 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jul 2022
- Morgan Stanley Smith BarneyFeb 2011 to Jul 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (NY).
Wells Fargo Advisors
Legal name: Wells Fargo Clearing Services, LLC
$671.4BAssets managed
1,324,168Clients
14,661Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2239600
- Firm CRD
- 19616