Matthew Shriber
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2025 to now
- LPL Financial LLCJan 2021 to Jun 2025
- Resolute Investment Distributors, Inc.Feb 2018 to Jan 2021
- Resolute Investment ServicesJan 2018 to Jan 2021
- American Beacon Advisors, Inc.Apr 2012 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 4252251
- Firm CRD
- 19616