Caleb Phillips
Investment adviser representative at Wells Fargo Advisors
13 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
13 years in the industry.
- Wells Fargo Clearing Services, LLCJan 2024 to now
- Abercrombie & Fitch Corp.Jun 2021 to Dec 2023
- Abercrombie & Fitch CorpAug 2020 to Aug 2020
- Citrin Ohio, LLC.Dec 2019 to Oct 2020
- StockxMay 2019 to Aug 2019
- Ohio State University - Office of Student LifeDec 2018 to Dec 2019
- Wells Fargo AdvisorsJun 2018 to Aug 2018
- Ohio State UniversityAug 2017 to May 2021
- Dayton Pool ManagementJun 2017 to Aug 2017
- Kenton Ridge High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 6965163
- Firm CRD
- 19616