Margarita Ada Cardentey
Investment adviser representative at Wells Fargo Advisors
10 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
10 years in the industry.
- Wells Fargo Clearing Services, LLC.Dec 2023 to now
- LuxekiniSep 2020 to Aug 2021
- J.P. Morgan Securities LLCFeb 2019 to Dec 2023
- JPMorgan Chase Bank, N.A.Feb 2019 to Dec 2023
- Wells Fargo Clearing Services, LLCJun 2018 to Feb 2019
- Wells Fargo Bank, NAMay 2016 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 6961989
- Firm CRD
- 19616