Brendan Ryan Friss
Investment adviser representative at Wells Fargo Advisors
3 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
3 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2018 to now
- Robert Half Staffing AgencyApr 2018 to Jul 2018
- UnemployedMar 2018 to Apr 2018
- Charlotte Marketing ConsultantsFeb 2018 to Mar 2018
- Carolina Construction ProductsMay 2015 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (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
- 6940970
- Firm CRD
- 19616