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Michelle Elizabeth Reeder

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.

  1. Wells Fargo Clearing Services, LLCJan 2025 to now
  2. Kate Spade New YorkJun 2019 to now
  3. Wells Fargo Clearing Services, LLCSep 2020 to Oct 2024
  4. Wells Fargo Bank, NAMar 2020 to Oct 2024
  5. Individual Person - Lyndee LeeMar 2019 to Aug 2019
  6. Raymond James Financial Services Advisors, IncMar 2018 to May 2019
  7. Raymond James Financial Services, IncMar 2018 to May 2019
  8. LPL Financial, LLCApr 2017 to Mar 2018
  9. Oneaz Credit UnionApr 2017 to Mar 2018
  10. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2015 to Apr 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2011
  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

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
5867625
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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