Tyler Stephen
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.
- Wells Fargo Clearing Services, LLCMay 2025 to now
- Cetera Investment Advisers LLCOct 2021 to May 2025
- Regions BankOct 2021 to May 2025
- Bank of America, N.A.Oct 2019 to Sep 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2019 to Sep 2021
- LPL Financial, LLCSep 2018 to Jul 2019
- Fifth Third SecuritiesMay 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5240105
- Firm CRD
- 19616