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Sandra Fernandes

Investment adviser representative at Wells Fargo Advisors
16 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

16 years in the industry.

  1. Wells Fargo Clearing Services, LLCMay 2025 to now
  2. Bank of America, N.A.Aug 2022 to May 2025
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to May 2025
  4. Nylife Securities LLC.Mar 2022 to Aug 2022
  5. New York Life Insurance CompanyJan 2022 to Aug 2022
  6. Morgan StanleyJul 2021 to Oct 2021
  7. Wells Fargo Clearing Services, LLCJan 2010 to Jul 2021

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (NJ, 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
5773683
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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