Dayana Vili Medevsky
Investment adviser representative at Wells Fargo Advisors
11 yearsExperience
1 stateRegistered in
$671.4BFirm assets
36 yearsFirm in business
Are you Dayana Vili Medevsky? Claim your profile
Contact this firm
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 Clearing Services, LLCAug 2025 to now
- Bank of America, N.A.Jan 2023 to Aug 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2021 to Aug 2025
- J.P. Morgan Securities LLCMar 2019 to May 2021
- JPMorgan Chase Bank, N.A.Mar 2019 to May 2021
- CitibankMay 2018 to Mar 2019
- Bank of the WestAug 2017 to May 2018
- CitibankOct 2015 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
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
- 7090955
- Firm CRD
- 19616