Brendan Andrew Whelan
Investment adviser representative at Wells Fargo Advisors
14 yearsExperience
2 statesRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Brendan Andrew Whelan? Claim your profile
Contact this firm
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
14 years in the industry.
- Wells Fargo Clearing Services, LLCJul 2021 to now
- Wells FargoMay 2020 to Jul 2021
- Wells FargoMay 2019 to Aug 2019
- University of DaytonAug 2016 to May 2020
- Fox Chapel Area High SchoolJul 2012 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6819044
- Firm CRD
- 19616