Blagojce Kocovski
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, LLCOct 2025 to now
- Truist Advisory Services. IncMar 2024 to Oct 2025
- Truist Investment Services, IncMar 2024 to Oct 2025
- Morgan Stanley Private Bank, N.AFeb 2024 to Mar 2024
- Morgan Stanley Smith Barney LLCNov 2023 to Mar 2024
- Bank of America, N.A.Oct 2015 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smtih Inc.Oct 2015 to Nov 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 5858662
- Firm CRD
- 19616