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Valentin Abel Arroyo

Investment adviser representative at Wells Fargo Advisors
2 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

2 years in the industry.

  1. Wells Fargo Clearing Services, LLCNov 2017 to now
  2. Wells Fargo Bank, NAOct 2017 to now
  3. Nylife Securities LLCSep 2017 to Nov 2017
  4. New York Life Insurance Co.Apr 2017 to Nov 2017
  5. UnemployedNov 2016 to Apr 2017
  6. JP Morgan Chase BankAug 2015 to Nov 2016
  7. JP Morgan Securities LLCAug 2015 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 66 · Uniform Combined State Law2021

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
6550212
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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