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Susan Fritsch

Investment adviser representative at Wells Fargo Advisors
16 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

16 years in the industry.

  1. Wells Fargo Advisors Financial NetworkApr 2026 to now
  2. Wells Fargo Clearing Services, LLCMar 2010 to now
  3. Wells Fargo Advisors LLCMar 2010 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 2 states (FL, PA).

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
4776321
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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