Robby William Engeldinger
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCJun 2024 to now
- LPL Financial LLCJul 2023 to Jun 2024
- BMO Bank NAMay 2019 to Jun 2024
- Bancwest Investment Services, Inc.May 2019 to Feb 2023
- Bank of America, N.A.Jun 2018 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 to May 2019
- Wells Fargo Clearing Services, LLCNov 2016 to May 2018
- Wells Fargo Bank, NAJun 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 6565352
- Firm CRD
- 19616