Abbidale Recardo Spencer
Investment adviser representative at Wells Fargo Advisors
23 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
23 years in the industry.
- Wells Fargo Bank, NAFeb 2025 to now
- Wells Fargo Clearing Services, LLCFeb 2025 to now
- Not EmployedMay 2024 to Jan 2025
- Sega Properties, LLCDec 2017 to Nov 2022
- J.P. Morgan Securities LLCOct 2012 to Jan 2023
- CitigroupJan 2003 to Apr 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2022
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
- 5228863
- Firm CRD
- 19616