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Pavan Kumar Ravilisetty

Investment adviser representative at Wells Fargo Advisors
16 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

16 years in the industry.

  1. Wells Fargo Clearing Services, LLCApr 2023 to now
  2. Wells Fargo Bank, NAApr 2023 to now
  3. TIAAJan 2022 to Apr 2023
  4. TIAA-CREF Individual & Institutional Services, LLCJan 2022 to Apr 2023
  5. J.P. Morgan Securities LLCMar 2021 to Jan 2022
  6. JPMorgan Chase Bank, N.A.Mar 2021 to Jan 2022
  7. UnemployedDec 2020 to Feb 2021
  8. SurveymonkeyAug 2018 to Nov 2020
  9. CitibankNov 2017 to Aug 2018
  10. Citigroup Global Markets IncNov 2017 to Aug 2018
  11. Wells Fargo Clearing Services, LLCMar 2014 to Nov 2017
  12. Wells Fargo Bank, N.A.Jun 2010 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
5705757
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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