Matthew Craigle
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 2025 to now
- Alloy Investment ManagementFeb 2025 to Sep 2025
- Confidence Wealth ManagementOct 2024 to Feb 2025
- NuveenJan 2023 to Aug 2024
- Nuveen Asset Management, LLCSep 2020 to Aug 2024
- Nuveen Securities, LLCSep 2020 to Jan 2023
- New York Life Insurance CompanyMay 2018 to Sep 2020
- Nylife Distributors, LLCApr 2017 to May 2018
- Nylife Securities, LLCJun 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 6529319
- Firm CRD
- 19616