Sabrina Riette Allard
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
CFADesignation
$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
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCMar 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2021 to Mar 2023
- UnemployedJun 2021 to Nov 2021
- Halstatt Legacy PartnersSep 2019 to May 2021
- UltaMay 2019 to Feb 2020
- UnemployedAug 2018 to Apr 2019
- Steyn Capital PartnersFeb 2018 to Aug 2018
- UnemployedOct 2017 to Feb 2018
- Income Research + ManagementDec 2015 to Oct 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 5947910
- Firm CRD
- 11025