Andre Smith
Investment adviser representative at Wells Fargo Advisors
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$252.3BFirm assets
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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
15 years in the industry.
- Wells Fargo Advisors Financial Network, LLCAug 2026 to now
- Sole ProprietorMar 2026 to now
- Artistic StrategiesJan 2026 to now
- Cetera Investment Advisers LLCApr 2026 to Aug 2026
- Cetera Advisors LLCJan 2026 to Aug 2026
- Charles Schwab Bank, SsbAug 2021 to Jan 2026
- Charles Schwab & Co., Inc.Jan 2011 to Jan 2026
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (IN).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 5881100
- Firm CRD
- 11025