Alexandar Milovanovich
Investment adviser representative at Wells Fargo Advisors
16 yearsExperience
2 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
16 years in the industry.
- Wells Fargo Clearing Services, LLCNov 2023 to now
- Wells Fargo BankOct 2023 to now
- Wells Fargo Clearing SevicesOct 2023 to now
- U.S. Bancorp Investments, Inc.Jun 2023 to Oct 2023
- U.S. BankJul 2021 to Oct 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2021
- Wells Fargo Advisors LLCSep 2016 to Nov 2016
- Wells Fargo Bank, NAJul 2007 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2021
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
- 6711427
- Firm CRD
- 19616