Adam Muzzillo
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, LLCJan 2026 to now
- J.P. Morgan Securities LLCJan 2024 to Jan 2026
- JPMorgan Chase Bank, N.A.Jan 2024 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2022 to Jan 2024
- Wells Fargo Bank, NAJul 2021 to Aug 2022
- J.P. Morgan Securities LLCOct 2012 to Jul 2021
- JPMorgan Chase BankMay 2011 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 6040658
- Firm CRD
- 19616