Thomas Blue
Investment adviser representative at Wells Fargo Advisors
8 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
8 years in the industry.
- Wells Fargo Clearing Services. LLCApr 2022 to now
- Citizens Bank, N.ASep 2021 to Apr 2022
- Citizens Securities, IncSep 2021 to Apr 2022
- Mcadam LLCMay 2018 to Sep 2021
- Eastern BankMay 2017 to Aug 2017
- Boston CollegeAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (DC, MD).
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
- 6531123
- Firm CRD
- 19616