Ryan Sacks
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, LLCApr 2025 to now
- Fidelity InvestmentsMar 2025 to Mar 2025
- UnemployedJan 2025 to Feb 2025
- Comcast CorporationSep 2024 to Dec 2024
- UnemployedMay 2024 to Aug 2024
- The Vanguard Group, Inc.Jan 2018 to Apr 2024
- UnemployedNov 2017 to Dec 2017
- Philadelphia PhilliesMar 2015 to Oct 2017
- Muhlenberg College Academic Resource CenterJan 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2026
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
- 6895176
- Firm CRD
- 19616