Clair Reich
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 yearsFirm in business
Are you Clair Reich? 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
11 years in the industry.
- Wells Fargo Advisors Financial Network, LLCFeb 2024 to now
- Lincoln Financial AdvisorsApr 2022 to Feb 2024
- LPL Financial, LLCAug 2021 to Mar 2022
- Gladstone Institutional Advisory LLC(dba:gladstone Wealth Group)Jun 2021 to Mar 2022
- Lincoln Financial AdvisorsJun 2017 to Aug 2021
- Blue Stone Wealth PartnersJan 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OH).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 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
- 6577266
- Firm CRD
- 11025