Spencer Phillip Brief
Investment adviser representative at Wells Fargo Advisors
17 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
17 years in the industry.
- Wells Fargo Clearing Services, LLCApr 2025 to now
- UnemployedDec 2025 to Apr 2026
- Workpath PartnersJan 2025 to Dec 2025
- UnemployedJul 2024 to Jan 2025
- Tech USAAug 2023 to Jul 2024
- CrgMay 2023 to Aug 2023
- ExperisFeb 2022 to Apr 2023
- CortMar 2021 to Feb 2022
- UnemployedNov 2020 to Mar 2021
- Granite TelecommunicationsMay 2020 to Nov 2020
- Wells Fargo Clearing Services, LLCJun 2019 to Mar 2020
- Ameriprise Financial Services IncFeb 2019 to Apr 2019
- BenvenutoOct 2018 to Dec 2018
- Raymond JamesMay 2018 to Sep 2018
- StudentAug 2008 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 6950608
- Firm CRD
- 19616