Chintan Manan Mehta
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Wells Fargo Bank, NAApr 2026 to now
- Wells Fargo Clearing Services, LLCApr 2026 to now
- Guitar CenterOct 2025 to Mar 2026
- Men's WarehouseSep 2025 to Apr 2026
- Guardian Life Insurance CompanyAug 2024 to Sep 2025
- Park Avenue SecuritiesAug 2024 to Sep 2025
- Equity Services IncApr 2024 to Jul 2024
- National Life GroupApr 2024 to Jul 2024
- UnemployedDec 2023 to Mar 2024
- Bank of America N.A.Nov 2022 to Nov 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Nov 2023
- UnemployedJun 2022 to Nov 2022
- Morgan StanleyJan 2020 to Jun 2022
- Morgan Stanley Private Bank, N.AJan 2020 to Jun 2022
- 3i Financial Consulting- Self EmployedMar 2018 to Dec 2019
- MML Investors Services, LLCAug 2017 to Mar 2018
- Massachusetts Mutual Life Insurance CompanyJul 2017 to Mar 2018
- UnemployedJan 2017 to Jul 2017
- Bank of America, N.A.Dec 2015 to Dec 2016
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6595896
- Firm CRD
- 19616