David Michael Cleveland
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 2025 to now
- Bank of America, N.A.Feb 2023 to Oct 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2022 to Oct 2025
- J.P. Morgan Chase Bank, N.A.Oct 2018 to Nov 2022
- J.P. Morgan Securities LLCOct 2018 to Nov 2022
- The Rock Health and Fitness ClubAug 2017 to Oct 2018
- Converse, Inc.Aug 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
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
- 7037603
- Firm CRD
- 19616