Maximilian Ortiz
Investment adviser representative at Wells Fargo Advisors
14 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
14 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2026 to now
- Svb Wealth LLCApr 2022 to now
- First Citizens BankDec 2023 to Aug 2026
- First Citizens Investor ServicesDec 2023 to Aug 2026
- Svb Investment Services, IncApr 2022 to Dec 2023
- Boston Private Wealth,LLCMar 2022 to Apr 2022
- Silicon Valley BankJul 2021 to Mar 2023
- Svb Wealth AdvisoryJul 2021 to Apr 2022
- Bank of America, N.A.May 2017 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2017 to Jul 2021
- Hall Capital Partners LLCJan 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5374123
- Firm CRD
- 19616