Adriana Elizabeth Mendez-rugh
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Wells Fargo Clearing Services, LLCFeb 2026 to now
- Truist Advisory Services, Inc.Mar 2021 to Feb 2026
- Truist Investment Services, Inc.Feb 2021 to Feb 2026
- Suntrust BankDec 2019 to Feb 2021
- Suntrust Investment Services, Inc.Dec 2019 to Feb 2021
- Bb&t Securities, LLCJan 2018 to Dec 2019
- Bb&t BankAug 2016 to Dec 2019
- Bb&t Investment Services, Inc.Aug 2016 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 3 states (NC, SC, 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
- 3198611
- Firm CRD
- 19616