Drew Mr Mcclair
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.
- Wells Fargo Clearing Services, LLCOct 2026 to now
- Bank of America, N.A.Aug 2022 to Oct 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2022 to Oct 2026
- PNC InvestmentsMar 2020 to Jul 2022
- Merrill LynchFeb 2020 to Mar 2020
- Edward JonesOct 2019 to Jan 2020
- Merrill Lynch, Pierce, Fenner & Smith Inc.Sep 2018 to Oct 2019
- PNC BankMay 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7026375
- Firm CRD
- 19616