Phyllis Anne Sarabyn
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2019 to now
- Home DepotMay 2018 to Aug 2019
- Pruco Securities, LLCAug 2017 to Nov 2018
- The Prudential Insurance Company of AmericaAug 2017 to Nov 2018
- Cuna Brokerage Services, Inc.Aug 2016 to Jul 2017
- Cuna Mutual GroupAug 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (IN, MI, TX).
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
- 3105892
- Firm CRD
- 19616