Brandon Xavier Sperling
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$252.3BFirm 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
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCNov 2023 to now
- Raymond James Financial ServicesOct 2021 to Nov 2023
- Raymond James Financial Services AdvisorsOct 2021 to Nov 2023
- Bank of America, N.A.Apr 2019 to Oct 2021
- Merrill Lynch, Pierce, Fenner, & Smith IncorporatedFeb 2019 to Oct 2021
- UnemployedJan 2019 to Feb 2019
- Ladmar Associates LLCJun 2017 to Aug 2017
- Binghamton UniversityAug 2015 to Dec 2018
- Retirement Plan Consulting Group LLCMay 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6368843
- Firm CRD
- 11025