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Aleksey Reznikov

Investment adviser representative at Wells Fargo Advisors
12 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

12 years in the industry.

  1. Wells Fargo Clearing Services, LLCDec 2023 to now
  2. Raymond James & Associates Inc,Nov 2021 to Dec 2023
  3. Wells Fargo Clearing Services LLCAug 2017 to Nov 2021
  4. Morgan StanleyJan 2014 to Aug 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007
  • Series 65 · Uniform Investment Adviser Law2012

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
5151849
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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