Nick R. Louridas
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$671.4BFirm assets
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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
11 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2024 to now
- PNC Private BankJan 2019 to Jul 2024
- MML Investors Services, LLCJun 2017 to Jan 2019
- Massachusetts Mutual Life Insurance CompanyMay 2017 to Jun 2017
- PNC BankJul 2015 to Apr 2017
- PNC InvestmentsJul 2015 to Apr 2017
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2008
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 3194035
- Firm CRD
- 19616