Amit Battish
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
1 stateRegistered 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
15 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2025 to now
- UmemployedJan 2025 to Sep 2025
- Fidelity InvestmentsAug 2021 to Jan 2025
- Wells Fargo Clearing Services, LLCJan 2019 to Aug 2021
- UnemployedOct 2018 to Jan 2019
- Ameriprise Financial Services IncJan 2018 to Oct 2018
- UnemployedAug 2017 to Jan 2018
- Morgan StanleyFeb 2017 to Aug 2017
- Wells Fargo Clearing Services, LLCNov 2016 to Feb 2017
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (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
- 5079323
- Firm CRD
- 19616