Samir Harish Patel
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
3 statesRegistered in
CFP® certification, ChFC®Designations
$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.
- Wells Fargo Clearing Services, LLCApr 2025 to now
- J.P. Morgan Securities LLCJun 2022 to Apr 2025
- JPMorgan Chase Bank, N.A.Jun 2022 to Apr 2025
- Charles Schwab & Co., Inc.Jul 2019 to Jul 2022
- Charles Schwab BankJul 2019 to May 2022
- UnemployedMar 2019 to Jun 2019
- LPL Financial LLCSep 2017 to Feb 2019
- Texas Dow Employees Credit UnionAug 2017 to Jan 2019
- USAA Financial Advisors, Inc.Oct 2013 to Aug 2017
- USAA Financial Planning ServicesOct 2013 to Aug 2017
- USAASep 2013 to Aug 2017
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (IL, TX, WI).
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
- 6066867
- Firm CRD
- 19616