Marcus Malik Briscoe
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
3 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2026 to now
- Morgan Stanley Private Bank, N.ANov 2020 to now
- Morgan Stanley Smith Barney LLCNov 2020 to Apr 2026
- Bank of America, N.ADec 2019 to Nov 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2019 to Nov 2020
- J.P. Morgan Securities LLCSep 2018 to Oct 2019
- Superius Securities GroupJun 2017 to Sep 2017
- The Select Family of Staffing Co.Jun 2016 to Mar 2017
- Columbia UniversityJan 2016 to May 2018
- Columbia AthleticsJul 2014 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 6506325
- Firm CRD
- 19616