Bradley Heath Zisser
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, NAOct 2022 to now
- Wells Fargo Clearing Services, LLCOct 2022 to now
- UnemployedJul 2022 to Oct 2022
- Atlantic Bay Mortgage GroupJul 2020 to Jun 2022
- Ciambrone Management CompanyMay 2019 to Jun 2020
- MML Investors Services, LLCDec 2018 to May 2019
- Massmutual Life Insurance CompanySep 2018 to May 2019
- Diamond ResortsOct 2015 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7051268
- Firm CRD
- 19616