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Ryan Maley

Investment adviser representative at Wells Fargo Advisors
21 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

21 years in the industry.

  1. Wells Fargo Clearing Services, LLCApr 2025 to now
  2. Wells Fargo BankApr 2025 to now
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2022 to Apr 2025
  4. Unionbanc Investment ServicesAug 2017 to Mar 2022
  5. Mufg Union BankJul 2017 to Mar 2022
  6. Wells Fargo BankMay 2005 to Jul 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 66 · Uniform Combined State Law2005

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
4858822
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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