Bryan Le
Investment adviser representative at Wells Fargo Advisors
20 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
20 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2025 to now
- Fidelity InvestmentsFeb 2024 to Jul 2025
- Morgan StanleyMar 2023 to Dec 2023
- E*trade Capital Management LLCAug 2017 to Jan 2023
- E*trade Securities LLCAug 2017 to Jan 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Aug 2017
- Wells Fargo Bank, NANov 2005 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6432037
- Firm CRD
- 19616