Ali Akbar Hasta
Investment adviser representative at Wells Fargo Advisors
9 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
9 years in the industry.
- Wells Fargo Clearing Services, LLCDec 2025 to now
- Wells Fargo Bank, NANov 2025 to now
- CitigroupJul 2025 to Nov 2025
- Wells Fargo Bank, NAAug 2021 to Jun 2025
- Wells Fargo Clearing Services, LLCAug 2021 to Jun 2025
- Bank of America, N.A.Dec 2018 to May 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2018 to May 2021
- TD Ameritrade Investment Management, LLCFeb 2018 to Oct 2018
- TD Ameritrade, Inc.Feb 2018 to Oct 2018
- ScottradeJul 2016 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 66 · Uniform Combined State Law2017
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
- 5720833
- Firm CRD
- 19616