Fredrick R Lluberes
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Clearing Services, LLC.Feb 2026 to now
- Citigroup Global Markets Inc.Apr 2022 to Jan 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporateSep 2019 to Mar 2022
- Bank of America, N.A.Sep 2019 to Oct 2020
- Self EmployedJun 2019 to Sep 2019
- Lee, Nolan & Koroghlian LLC Member of Mass MutualJan 2019 to May 2019
- New York Life Insurance CompanyJun 2017 to Mar 2019
- Huntington Learning CenterNov 2015 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (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
- 6824369
- Firm CRD
- 19616