Sameea Mughnee
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCAug 2022 to now
- Charlotte Mecklenburg SchoolsMar 2021 to Aug 2022
- The Vanguard Group, Inc.Oct 2020 to Feb 2021
- Wells Fargo Advisors, LLCJan 2019 to Oct 2020
- Wells Fargo Bank, NADec 2018 to Oct 2020
- AXAMay 2018 to Dec 2018
- AXA Advisors LLCMay 2018 to Dec 2018
- Kelly ServicesApr 2017 to May 2018
- AXA Advisors, LLCMar 2013 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6150746
- Firm CRD
- 19616