Adolph Weil
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
2 statesRegistered 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, LLCFeb 2023 to now
- Wells Fargo Clearing Services, LLC (cFeb 2023 to now
- Truist Investment Services, Inc.Feb 2021 to now
- Bb&t SecuritiesApr 2019 to Feb 2021
- Bank of America, N.A.Jul 2011 to Apr 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2011 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (AL, 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
- 5250085
- Firm CRD
- 19616