Michael Gagala
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Advisors Financial NetworkMar 2026 to now
- Wells Fargo Clearing Services, LLCDec 2025 to now
- Fm InvestmentsMay 2025 to Dec 2025
- Fnex Capital LLCMay 2025 to Dec 2025
- Lazard Asset Management LLCDec 2024 to May 2025
- Lazard Asset Management Securities LLCDec 2024 to May 2025
- Foreside Fund Services, LLCFeb 2024 to Dec 2024
- One William Street Capital Management, LP.Feb 2024 to Dec 2024
- BNY Mellon Securities CorporationJul 2019 to Feb 2024
- Russell Investments Financial ServicesJul 2017 to Jul 2019
- Sentinel Financial Services CompanyJan 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, MI).
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
- 4864690
- Firm CRD
- 19616