Husnia Lutfi
Investment adviser representative at Wells Fargo Advisors
11 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
11 years in the industry.
- Wells Fargo Bank, NAJun 2026 to now
- Wells Fargo Clearing Services, LLCJun 2026 to now
- UnemployedAug 2025 to Jun 2026
- TD Ameritrade Inc.Apr 2023 to May 2024
- Charles Schwab & Co., Inc.Jan 2022 to Aug 2025
- Charles Schwab Bank, SsbJan 2022 to Aug 2025
- Bank of America, N.A.Dec 2020 to Dec 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2020 to Dec 2021
- Wells Fargo Bank, NAApr 2020 to Sep 2020
- Wells Fargo Clearing Services, LLCApr 2020 to Sep 2020
- UnemployedAug 2019 to Apr 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2018 to Aug 2019
- Bank of America, N.A.May 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7021011
- Firm CRD
- 19616