Michaella Grace Irvine
Investment adviser representative at Wells Fargo Advisors
12 yearsExperience
3 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
12 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2026 to now
- Morgan Stanley Private Bank, N.ANov 2020 to now
- Morgan Stanley Smith Barney LLCNov 2020 to Apr 2026
- Bank of America, N.A.Jan 2019 to Nov 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2017 to Nov 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2016 to Jan 2017
- It's All About Me BoutiqueAug 2016 to May 2017
- Bucknell UniversityAug 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 6665102
- Firm CRD
- 19616