Samuel Lewis Crossley
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
3 statesRegistered in
ChFC®Designation
$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, LLCNov 2023 to now
- Principal Securities IncApr 2021 to now
- Principal Life Insurance CompanyApr 2021 to Nov 2023
- AIG Capital Services, Inc.Apr 2018 to Apr 2021
- American General Life InsuranceApr 2018 to Apr 2021
- LPL Financial LLCFeb 2018 to Apr 2018
- Queensborough National BankAug 2017 to Apr 2018
- Invest Financial Corp.Jan 2016 to Apr 2018
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (GA, 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
- 4435161
- Firm CRD
- 19616