Alexa Marie Bridge
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered 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, LLCDec 2025 to now
- Morgan StanleyMar 2022 to Dec 2025
- Bank of America, N.A.May 2019 to Mar 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2019 to Mar 2022
- UnemployedNov 2018 to Mar 2019
- Morgan StanleyAug 2018 to Nov 2018
- Morgan Stanley Smith Barney LLCMar 2018 to Jul 2018
- Jackson Family WinesFeb 2015 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6937780
- Firm CRD
- 19616