Marcella Coppola
Investment adviser representative at Wells Fargo Advisors
18 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
18 years in the industry.
- Wells Fargo Bank, NADec 2024 to now
- Wells Fargo Clearing Services, LLCDec 2024 to now
- TD BankAug 2024 to Dec 2024
- Wells Fargo Clearing Services, LLCJan 2023 to Aug 2024
- Wells Fargo Bank, NAJul 2021 to Aug 2024
- Englewood Savings and TrustMay 2021 to Jul 2021
- JP Morgan ChaseMar 2021 to Jun 2021
- UnemployedNov 2019 to Mar 2021
- Lighthouse Property ManagementMay 2019 to Nov 2019
- UnemployedAug 2018 to May 2019
- Verizon WirelessMar 2018 to Aug 2018
- Cottonwood ResidentialOct 2017 to Mar 2018
- UnemployedAug 2008 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, SC).
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
- 4434370
- Firm CRD
- 19616