Anthony Alexander Vidal
Investment adviser representative at Wells Fargo Advisors
15 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
15 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2023 to now
- Wlls Fargo Bank, NAApr 2023 to now
- UberJul 2022 to now
- Nylife Securities LLCAug 2022 to Apr 2023
- New York Life Insurance CoJul 2022 to Apr 2023
- Facet WealthDec 2021 to May 2022
- Wells Fargo Clearing Services, LLCOct 2019 to Dec 2021
- Wlls Fargo Bank, NAOct 2019 to Dec 2021
- JP Morgan Securities LLCJun 2016 to Aug 2019
- JPMorgan Chase BankNov 2011 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6661921
- Firm CRD
- 19616