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Adam Christian Field

Investment adviser representative at Wells Fargo Advisors
16 yearsExperience
1 stateRegistered 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

16 years in the industry.

  1. Wells Fargo Clearing Services, LLCMar 2025 to now
  2. Bank of America, N.A.Aug 2020 to Mar 2025
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Aug 2020
  4. Wells Fargo Clearing Services, LLCNov 2016 to Jun 2019
  5. Wells Fargo Advisors LLCOct 2012 to Nov 2016
  6. Wells Fargo Bank NAFeb 2010 to Jun 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2012
  • Series 65 · Uniform Investment Adviser Law2012

State registrations

Registered as an investment adviser representative in 1 state (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
6128658
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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