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Prem Shelly Vareedayah

Investment adviser representative at Wells Fargo Advisors
15 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

15 years in the industry.

  1. Wells Fargo Clearing Services, LLCJul 2018 to now
  2. Rhi General GroupJul 2018 to Oct 2018
  3. UnemployedJan 2018 to Jun 2018
  4. Connect DfwSep 2017 to Dec 2017
  5. State FarmMay 2017 to Aug 2017
  6. University of Missouri - ColumbiaAug 2011 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2018
  • Series 66 · Uniform Combined State Law2019

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
6989928
Firm CRD
19616
Advisor's SEC record (opens in a new tab)
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