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Shawn Manoukian

Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
2 statesRegistered in
ChFC®Designation
$671.4BFirm assets

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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

12 years in the industry.

  1. Wells Fargo Clearing Services, LLCJan 2025 to now
  2. Fidelity Brokerage Services LLCJan 2019 to Jan 2025
  3. The Vanguard Group, Inc.Jun 2017 to Dec 2018
  4. Hot Springs Palm Plaza LLCJul 2015 to Jan 2019
  5. The University of ArizonaAug 2014 to May 2017

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2017
  • Series 65 · Uniform Investment Adviser Law2020

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
6640337
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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