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Brandon Shemonia

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.

  1. Wells Fargo Clearing Services, LLCAug 2025 to now
  2. Digital Intelligence SystemsJul 2025 to Apr 2026
  3. AldiMar 2025 to Jul 2025
  4. UnemployedOct 2024 to Mar 2025
  5. Fidelity InvestmentsMay 2022 to Sep 2024
  6. CitigroupOct 2021 to May 2022
  7. The Vanguard Group, Inc.Aug 2020 to Sep 2021
  8. UnemployedJun 2020 to Jul 2020
  9. Wells Fargo Clearing Services LLCSep 2018 to May 2020
  10. Associate StaffingJun 2018 to Sep 2018
  11. EnterpriseAug 2017 to Jun 2018
  12. CampecheMay 2017 to Aug 2017
  13. Marco's PizzaJan 2017 to May 2017
  14. Florida State UniversityAug 2016 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (MO).

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
6976579
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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