Marvella Cubit
Investment adviser representative at Wells Fargo Advisors
14 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
14 years in the industry.
- Wells Fargo Clearing Services, LLCDec 2025 to now
- Grub HubMar 2024 to now
- InstacartOct 2023 to now
- DoordashMay 2023 to now
- Cetera Advisors LLCJun 2024 to Jan 2025
- Wilde Wealth ManagementJun 2024 to Jan 2025
- Charles Schwab BankApr 2017 to Jan 2020
- Charles Schwab & Co., Inc.Apr 2015 to Dec 2022
- Samuel L Cool J/through and Through Gospel ReviewFeb 2012 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
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
- 6482042
- Firm CRD
- 19616