Adam Alden Cheshire
Investment adviser representative at Wells Fargo Advisors
12 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2026 to now
- First National Bank of PaFeb 2024 to now
- Cetera Investment Advisers LLCFeb 2024 to Jul 2026
- Cetera Investment Services LLCFeb 2024 to Jul 2026
- Coastal Federal Credit UnionFeb 2023 to Jan 2024
- Cuso Financial Services, LPFeb 2023 to Jan 2024
- UnemployedJan 2023 to Feb 2023
- Morgan StanleyDec 2018 to Dec 2022
- Wells Fargo Clearing Services, LLCNov 2016 to Dec 2018
- Wells Fargo Bank, NAFeb 2014 to Dec 2018
- Wells Fargo Advisors, LLCFeb 2014 to Nov 2016
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
- 6055022
- Firm CRD
- 19616