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Natalie Bianca Estabrooks

Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
1 stateRegistered 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

14 years in the industry.

  1. Wells Fargo Clearing Services, LLCAug 2025 to now
  2. Esl Investment ServicesApr 2012 to Aug 2025
  3. LPL Financial LLCApr 2012 to Aug 2025

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
4988741
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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