Alyssa Marie Peponis
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, LLCOct 2023 to now
- KpmgOct 2020 to Oct 2023
- Gonzaga UniversityAug 2019 to Oct 2020
- KpmgMay 2019 to Aug 2019
- Gonzaga UniversityAug 2018 to May 2019
- D.A. DavidsonJun 2018 to Aug 2018
- Gonzaga UniversityAug 2017 to May 2018
- AthletaJun 2017 to Aug 2017
- Gonzaga UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6966542
- Firm CRD
- 19616