Shureen Long
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLCMar 2026 to now
- Bank of America, N.A.Dec 2024 to Mar 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Mar 2026
- Bank of AmericaMar 2022 to May 2022
- Wells FargoMay 2021 to Mar 2022
- Wells Fargo Clearing Services, LLC.Mar 2021 to May 2022
- Progressive InsuranceApr 2020 to May 2021
- Fedex GroundNov 2019 to Dec 2019
- Envoy Air Inc.Feb 2018 to Mar 2018
- Wells Fargo Bank NAJan 2016 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 6943873
- Firm CRD
- 19616