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Gabriela D Perdomo fernandez

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.

  1. Wells Fargo Clearing Services, LLCMar 2026 to now
  2. Bank of America, N.A.Jan 2023 to Mar 2026
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2022 to Mar 2026
  4. Wells FargoApr 2021 to Sep 2022
  5. Publix SupermarketsJul 2020 to Jan 2022
  6. Florida International UniversityAug 2019 to Apr 2021
  7. Eulen AmericaDec 2018 to Mar 2020
  8. UnemployedOct 2018 to Dec 2018
  9. PrimericaAug 2017 to Oct 2018
  10. Miami Dade CollegeAug 2016 to Apr 2018
  11. Publix SupermarketsMay 2015 to Feb 2018

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (FL, 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
6895785
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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