Ryan James Whelan
Investment adviser representative at Wells Fargo Advisors
10 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Ryan James Whelan? Claim your profile
Contact this firm
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, LLCApr 2025 to now
- UnemployedDec 2024 to Apr 2025
- Dr. Robert Coufal & AssociatesJan 2024 to Dec 2024
- Carlow UniversitySep 2022 to Dec 2024
- DoordashMay 2022 to Mar 2023
- Carlow UniversityDec 2021 to May 2022
- Human Services Administration OrganizationJul 2021 to Dec 2021
- Carlow UniveristyMay 2021 to Jul 2021
- Praxis CareJul 2020 to May 2021
- Lambert Smith HamptonJan 2019 to Jul 2020
- UnemployedOct 2018 to Jan 2019
- Carlow UniversityAug 2017 to Oct 2018
- Ulster UniversityAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6546071
- Firm CRD
- 19616