Miguel J Alvarez
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLCFeb 2025 to now
- Charles Schwab Bank, SsbNov 2023 to Feb 2025
- Charles Schwab & Co., Inc.Dec 2022 to Feb 2025
- TD Ameritrade, Inc.Apr 2020 to Dec 2022
- CarmaxJan 2020 to Mar 2020
- Home Team GrillOct 2019 to Feb 2020
- TD AmeritradeJan 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 5854995
- Firm CRD
- 19616