Shariq Tabrez Ali
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCOct 2024 to now
- Morgan Stanley Private Bank, N.AMay 2017 to now
- Morgan StanleyMay 2017 to Oct 2024
- Morgan Stanley Private Bank, National AssociationMay 2017 to Oct 2024
- Bank of America, N.A.May 2014 to May 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 5982641
- Firm CRD
- 19616