Tanya Martinez
Investment adviser representative at Wells Fargo Advisors
22 yearsExperience
2 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
22 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2026 to now
- Massmutual Life Insurance CoFeb 2025 to May 2026
- MML Investors Services, LLCFeb 2025 to May 2026
- UnemployedOct 2024 to Dec 2024
- TD Ameritrade, Inc.Dec 2023 to May 2024
- Charles Schwab BankFeb 2005 to Sep 2024
- Charles Schwab & Co., Inc.May 2004 to Sep 2024
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 3205386
- Firm CRD
- 19616