Ian Andrew Beed
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCSep 2022 to now
- Morgan Stanley Private Bank, N.AJun 2020 to now
- Morgan Stanley Smith Barney LLCJun 2020 to Sep 2022
- UnemployedJan 2020 to Jun 2020
- NekterSep 2019 to Jan 2020
- DoordashJun 2019 to Sep 2019
- NekterMar 2019 to Mar 2019
- NekterDec 2018 to Jan 2019
- Morgan Stanley Smith Barney LLCJun 2018 to Sep 2018
- NekterJun 2018 to Sep 2018
- Team EnterprisesAug 2017 to Jan 2020
- University of California, Santa BarbaraAug 2017 to Aug 2019
- Morgan Stanley Smith Barney LLCJun 2017 to Sep 2017
- NekterMay 2017 to Aug 2017
- UberMay 2017 to May 2017
- NekterMar 2017 to Apr 2017
- Orderup!Oct 2016 to Feb 2018
- BluestarSep 2016 to Nov 2016
- Santa Barbara Community CollegeAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6325484
- Firm CRD
- 19616