Rebecca Davis Merkel
Investment adviser representative at Wells Fargo Advisors
15 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
15 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2025 to now
- Trinity Capital ManagementNov 2023 to Jul 2025
- Kingswood Capital PartnersOct 2023 to Jul 2025
- Keller WilliamsOct 2022 to Nov 2023
- Weichert RealtorsMay 2022 to Oct 2022
- Wells Fargo Clearing Services, LLC.Mar 2021 to May 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2011 to Mar 2021
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 5898561
- Firm CRD
- 19616