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Anthony Sicari

Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
2 statesRegistered in
ChFC®Designation
$671.4BFirm 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

13 years in the industry.

  1. Wells Fargo Clearing Services, LLCDec 2017 to now
  2. Northwestern Mutual Wealth Management CompanyAug 2016 to Dec 2017
  3. Northwestern Mutual Life Insurance CompanyJan 2013 to Dec 2017

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013
  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 2 states (NC, 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
6016241
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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