Maya Aly
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, LLCJan 2025 to now
- Planmember Securities CorporationJun 2024 to Jan 2025
- The 401k GroupJun 2024 to Jan 2025
- Securities America AdvisorsJan 2024 to Apr 2024
- Securities America, Inc.Jan 2024 to Apr 2024
- CitigroupNov 2017 to Jan 2024
- LPL Financial LLCJun 2017 to Nov 2017
- Private Advisor Group, LLCJun 2017 to Nov 2017
- Wells Fargo Clearing Services, LLCJan 2012 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2010
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
- 5815608
- Firm CRD
- 19616